FSYEX Mutual Fund Analysis & Holdings | MarketXLS

FSYEX Mutual Fund

NAV$11.80

AUM$113,637.19

TER0.28%

Holdings8

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FSYEX Mutual Fund

NAV$11.80

Fidelity Advisor Sustainable Target Date 2040 Fund Class Z6

AUM$113,637.19

TER0.28%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FSYEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSYEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSYEX Mutual Fund Overlap Analysis

FSYEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSYEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSYEX may share significant positions with broad-market funds.

FSYEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYEX tax-loss harvesting finds highly correlated but non-identical funds.