FSWEX Mutual Fund

NAV$12.56

AUM$183,619.46

TER0.68%

Holdings9

FSWEX Mutual Fund

NAV$12.56

Fidelity Advisor Sustainable Target Date 2020 Fund Class A

AUM$183,619.46

TER0.68%

Holdings9

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Holdings Overlap Analysis

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

FSWEX Mutual Fund Overlap Analysis

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

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

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