FSWJX Mutual Fund

NAV$12.78

AUM$155,896.7

TER0.43%

Holdings9

FSWJX Mutual Fund

NAV$12.78

Fidelity Advisor Sustainable Target Date 2020 Fund Class I

AUM$155,896.7

TER0.43%

Holdings9

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Holdings Overlap Analysis

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

FSWJX Mutual Fund Overlap Analysis

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

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

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