FSVMX Mutual Fund

NAV$11.55

TER0.21%

Holdings9

FSVMX Mutual Fund

NAV$11.55

Fidelity Sustainable Target Date 2010 Fund Class K6

TER0.21%

Holdings9

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

FSVMX Mutual Fund Overlap Analysis

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

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

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