FSVKX Mutual Fund
NAV$11.45
TER0.31%
Holdings9
FSVKX Mutual Fund
NAV$11.45
Fidelity Sustainable Target Date 2010 Fund Class K
TER0.31%
Holdings9
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FSVKX Mutual Fund Overlap Analysis
FSVKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVKX may share significant positions with broad-market funds.
FSVKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVKX tax-loss harvesting finds highly correlated but non-identical funds.