FSYPX Mutual Fund
NAV$16.70
AUM$206,045.9
TER0.99%
Holdings7
FSYPX Mutual Fund
NAV$16.70
Fidelity Advisor Sustainable Target Date 2045 Fund Class M
AUM$206,045.9
TER0.99%
Holdings7
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FSYPX Mutual Fund Overlap Analysis
FSYPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSYPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, FSYPX may share significant positions with broad-market funds.
FSYPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYPX tax-loss harvesting finds highly correlated but non-identical funds.