FSYEX Mutual Fund
FSYEX Mutual Fund
NAV$11.80
AUM$113,637.19
TER0.28%
Holdings8
See how much of FSYEX you already own
FSYEX Mutual Fund
NAV$11.80
Fidelity Advisor Sustainable Target Date 2040 Fund Class Z6
AUM$113,637.19
TER0.28%
Holdings8
See how much of FSYEX you already own
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.