FSZVX Mutual Fund

NAV$16.72

AUM$264,031.72

TER1.49%

Holdings5

FSZVX Mutual Fund

NAV$16.72

Fidelity Advisor Sustainable Target Date 2060 Fund Class C

AUM$264,031.72

TER1.49%

Holdings5

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Holdings Overlap Analysis

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

FSZVX Mutual Fund Overlap Analysis

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

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

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