FSZBX Mutual Fund Analysis & Holdings | MarketXLS

FSZBX Mutual Fund

NAV$16.86

AUM$297,431.01

TER0.49%

Holdings5

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FSZBX Mutual Fund

NAV$16.86

Fidelity Advisor Sustainable Target Date 2050 Fund Class I

AUM$297,431.01

TER0.49%

Holdings5

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 FSZBX 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 FSZBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSZBX Mutual Fund Overlap Analysis

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

FSZBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FSZBX may share significant positions with broad-market funds.

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