FSZOX Mutual Fund Holdings Overlap Calculator | MarketXLS

FSZOX Mutual Fund

NAV$12.00

AUM$114,487.64

TER0.29%

Holdings5

See what you own twice

Check FSZOX against your other funds. Free for up to 5.

Check my overlap

FSZOX Mutual Fund

NAV$12.00

Fidelity Advisor Sustainable Target Date 2055 Fund Class Z6

AUM$114,487.64

TER0.29%

Holdings5

See what you own twice

Check FSZOX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FSZOX Mutual Fund Overlap Analysis

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

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

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