FSYWX Mutual Fund
FSYWX Mutual Fund
NAV$16.83
TER0.49%
Holdings5
See how much of FSYWX you already own
FSYWX Mutual Fund
NAV$16.83
Fidelity Sustainable Target Date 2050 Fund
TER0.49%
Holdings5
See how much of FSYWX you already own
FSYWX Mutual Fund Overlap Analysis
FSYWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSYWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FSYWX may share significant positions with broad-market funds.
FSYWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYWX tax-loss harvesting finds highly correlated but non-identical funds.