FSWYX Mutual Fund

NAV$13.35

TER0.34%

Holdings9

FSWYX Mutual Fund

NAV$13.35

Fidelity Sustainable Target Date 2025 Fund Class K

TER0.34%

Holdings9

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

FSWYX Mutual Fund Overlap Analysis

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

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

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