FSXRX Mutual Fund

NAV$14.86

AUM$539,157.41

TER0.37%

Holdings8

FSXRX Mutual Fund

NAV$14.86

Fidelity Advisor Sustainable Target Date 2035 Fund Class Z

AUM$539,157.41

TER0.37%

Holdings8

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Holdings Overlap Analysis

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

FSXRX Mutual Fund Overlap Analysis

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

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

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