FSVWX Mutual Fund

NAV$12.04

AUM$121,984.1

TER0.32%

Holdings9

FSVWX Mutual Fund

NAV$12.04

Fidelity Advisor Sustainable Target Date 2015 Fund Class Z

AUM$121,984.1

TER0.32%

Holdings9

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

FSVWX Mutual Fund Overlap Analysis

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

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

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