FSYBX Mutual Fund

NAV$16.19

AUM$210,980.27

TER0.48%

Holdings8

FSYBX Mutual Fund

NAV$16.19

Fidelity Advisor Sustainable Target Date 2040 Fund Class I

AUM$210,980.27

TER0.48%

Holdings8

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Holdings Overlap Analysis

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

FSYBX Mutual Fund Overlap Analysis

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

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

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