FSZMX Mutual Fund

NAV$16.94

AUM$204,977.71

TER0.49%

Holdings5

FSZMX Mutual Fund

NAV$16.94

Fidelity Advisor Sustainable Target Date 2055 Fund Class I

AUM$204,977.71

TER0.49%

Holdings5

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Holdings Overlap Analysis

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

FSZMX Mutual Fund Overlap Analysis

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

FSZMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FSZMX may share significant positions with broad-market funds.

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