FSXEX Mutual Fund

NAV$13.75

AUM$467,258.65

TER0.46%

Holdings9

FSXEX Mutual Fund

NAV$13.75

Fidelity Advisor Sustainable Target Date 2030 Fund Class I

AUM$467,258.65

TER0.46%

Holdings9

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Holdings Overlap Analysis

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

FSXEX Mutual Fund Overlap Analysis

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

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

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