FSYGX Mutual Fund
FSYGX Mutual Fund
NAV$16.23
TER0.28%
Holdings8
See how much of FSYGX you already own
FSYGX Mutual Fund
NAV$16.23
Fidelity Sustainable Target Date 2040 Fund Class K6
TER0.28%
Holdings8
See how much of FSYGX you already own
FSYGX Mutual Fund Overlap Analysis
FSYGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSYGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSYGX may share significant positions with broad-market funds.
FSYGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYGX tax-loss harvesting finds highly correlated but non-identical funds.