Unwrap.Fund
Unwrap both →
Fund comparison · from official SEC filings

FSYWX vs FSZSX: how much do they overlap?

Fidelity Sustainable Target Date 2050 Fund and Fidelity Sustainable Target Date 2060 Fund
Holdings overlap
98%
of assets, by weight
Shared positions
5
of 5 / 5 holdings
FSYWX expense ratio
0.49%
net, per year
FSZSX expense ratio
0.49%
net, per year
FSYWX and FSZSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSYWX
FSZSX
F
FSUMXFIDELITY SER SUST US MRKT
53.17%
54.03%
F
FNDMXFIDELITY SER NON-US DEV MRK
27.57%
28.01%
F
FEMYXFIDELITY SER SUST EM MRK
12.98%
13.19%
F
FTLTXFIDELITY SER L/T TR BND INDX
5.37%
4.28%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.91%
0.49%
Only in FSYWX
Nothing exclusive.
Only in FSZSX
Nothing exclusive.
Hold FSYWX and FSZSX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Other comparisons you might like
FSZSX vs FTGPXFidelity Sustainable Target Date 2065 Fund
100% overlap
FSZSX vs FRCQXFidelity Sustainable Target Date 2070 Fund
100% overlap
FSZSX vs FSZHXFidelity Sustainable Target Date 2055 Fund
100% overlap
FSYWX vs FSZHXFidelity Sustainable Target Date 2055 Fund
99% overlap
FSYWX vs FSYHXFidelity Sustainable Target Date 2045 Fund
99% overlap
FSYWX vs FTGPXFidelity Sustainable Target Date 2065 Fund
98% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.