FSYFX Mutual Fund
FSYFX Mutual Fund
NAV$15.88
TER0.38%
Holdings8
See how much of FSYFX you already own
FSYFX Mutual Fund
NAV$15.88
Fidelity Sustainable Target Date 2040 Fund Class K
TER0.38%
Holdings8
See how much of FSYFX you already own
FSYFX Mutual Fund Overlap Analysis
FSYFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSYFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSYFX may share significant positions with broad-market funds.
FSYFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYFX tax-loss harvesting finds highly correlated but non-identical funds.