FSXWX Mutual Fund

NAV$16.05

AUM$520,768.89

TER0.73%

Holdings8

FSXWX Mutual Fund

NAV$16.05

Fidelity Advisor Sustainable Target Date 2040 Fund Class A

AUM$520,768.89

TER0.73%

Holdings8

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Holdings Overlap Analysis

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

FSXWX Mutual Fund Overlap Analysis

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

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

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