FSZTX Mutual Fund

NAV$16.80

AUM$653,043.72

TER0.74%

Holdings5

See how much of FSZTX you already own

Just $25 once·$69/mo·Download sample

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FSZTX Mutual Fund

NAV$16.80

Fidelity Advisor Sustainable Target Date 2060 Fund Class A

AUM$653,043.72

TER0.74%

Holdings5

See how much of FSZTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FSZTX Mutual Fund Overlap Analysis

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

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

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