FSWKX Mutual Fund

NAV$12.79

AUM$128,490.43

TER0.33%

Holdings9

FSWKX Mutual Fund

NAV$12.79

Fidelity Advisor Sustainable Target Date 2020 Fund Class Z

AUM$128,490.43

TER0.33%

Holdings9

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Holdings Overlap Analysis

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

FSWKX Mutual Fund Overlap Analysis

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

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

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