FSVPX Mutual Fund
NAV$11.98
AUM$121,165.97
TER1.42%
Holdings9
FSVPX Mutual Fund
NAV$11.98
Fidelity Advisor Sustainable Target Date 2015 Fund Class C
AUM$121,165.97
TER1.42%
Holdings9
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FSVPX Mutual Fund Overlap Analysis
FSVPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVPX may share significant positions with broad-market funds.
FSVPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVPX tax-loss harvesting finds highly correlated but non-identical funds.