FSYVX Mutual Fund
NAV$16.55
TER0.29%
Holdings7
FSYVX Mutual Fund
NAV$16.55
Fidelity Sustainable Target Date 2045 Fund Class K6
TER0.29%
Holdings7
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FSYVX Mutual Fund Overlap Analysis
FSYVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSYVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, FSYVX may share significant positions with broad-market funds.
FSYVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYVX tax-loss harvesting finds highly correlated but non-identical funds.