FSZJX Mutual Fund
FSZJX Mutual Fund
NAV$16.72
AUM$451,005.75
TER0.74%
Holdings5
See how much of FSZJX you already own
FSZJX Mutual Fund
NAV$16.72
Fidelity Advisor Sustainable Target Date 2055 Fund Class A
AUM$451,005.75
TER0.74%
Holdings5
See how much of FSZJX you already own
FSZJX Mutual Fund Overlap Analysis
FSZJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSZJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FSZJX may share significant positions with broad-market funds.
FSZJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSZJX tax-loss harvesting finds highly correlated but non-identical funds.