FSVHX Mutual Fund

NAV$11.59

AUM$116,295.28

TER0.31%

Holdings9

FSVHX Mutual Fund

NAV$11.59

Fidelity Advisor Sustainable Target Date 2010 Fund Class Z

AUM$116,295.28

TER0.31%

Holdings9

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare FSVHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSVHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSVHX Mutual Fund Overlap Analysis

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

FSVHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVHX may share significant positions with broad-market funds.

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