FSVGX Mutual Fund
NAV$11.59
AUM$116,254.71
TER0.41%
Holdings9
FSVGX Mutual Fund
NAV$11.59
Fidelity Advisor Sustainable Target Date 2010 Fund Class I
AUM$116,254.71
TER0.41%
Holdings9
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FSVGX Mutual Fund Overlap Analysis
FSVGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVGX may share significant positions with broad-market funds.
FSVGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVGX tax-loss harvesting finds highly correlated but non-identical funds.