FSXOX Mutual Fund

NAV$14.77

AUM$190,022.54

TER0.97%

Holdings8

FSXOX Mutual Fund

NAV$14.77

Fidelity Advisor Sustainable Target Date 2035 Fund Class M

AUM$190,022.54

TER0.97%

Holdings8

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Holdings Overlap Analysis

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

FSXOX Mutual Fund Overlap Analysis

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

FSXOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXOX may share significant positions with broad-market funds.

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