FSWVX Mutual Fund

NAV$13.50

AUM$134,817.44

TER0.34%

Holdings9

FSWVX Mutual Fund

NAV$13.50

Fidelity Advisor Sustainable Target Date 2025 Fund Class Z

AUM$134,817.44

TER0.34%

Holdings9

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Holdings Overlap Analysis

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

FSWVX Mutual Fund Overlap Analysis

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

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

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