# Portfolio overlap — APOGX vs FSTZX Comparing **Short Duration Inflation Protection Bond Fund** (2026-03-31) and **Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund** (2026-03-31). - Shared positions: 17 - Short Duration Inflation Protection Bond Fund covered by Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund: 0.5402739244637792914786839037 - Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund covered by Short Duration Inflation Protection Bond Fund: 0.5402739244637792914786839036 ## Short Duration Inflation Protection Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.148169 | ✓ | | U.S. Treasury Notes | 0.103517 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES .125 07/15/2030 | 0.095488 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES .25% 07/15/29 | 0.073694 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.062509 | ✓ | | U.S. Treasury Inflation-Linked Notes | 0.048286 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 07/15/2028 | 0.047774 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028 | 0.043736 | ✓ | | U.S. Treasury Notes | 0.036846 | ✓ | | U.S. Treasury Inflation-Protected Indexed Notes | 0.027448 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-5/8% 10/15/27 | 0.027299 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.024520 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029 | 0.019945 | ✓ | | Regatta Funding Co LLC | 0.017462 | | | Hqla Funding LLC | 0.017462 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-7/8% 04/15/29 | 0.016329 | ✓ | | New Zealand Parliament | 0.013255 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 2-1/2% 01/15/29 | 0.012357 | ✓ | | iShares Trust 0-5YR HIGH YEILD CORP BD ET | 0.009014 | | | U.S. Treasury Notes 0.125%, Due 1/15/2030 | 0.006686 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028 | 0.006451 | ✓ | | JP Morgan Mortgage Trust 2026-CES1 4.91 | 0.006140 | | | BMARK 2024-V8 A3 FRN 07-15-57 | 0.005346 | | | JP Morgan Mortgage Trust Series 2026-ACES1 | 0.005084 | | | Santander Mortgage Asset Receivable Trust 2026-CES1 | 0.004563 | | | USRE 2021-1 B1 | 0.003833 | | | JPMORGAN CHASE | 0.003786 | | | GA GLOBAL FNDING | 0.003782 | | | VERDANT RECEIVABLES LLC VERD 2024 1A A2 144A | 0.003519 | | | BARCLAYS PLC REGD V/R /PERP/ 8.00000000 | 0.003508 | | | STATE STREET CRP | 0.003325 | | | SAN 2026-NQM2 A1 | 0.003282 | | | CARS-DB5 LP CAUTO 2021 1A A3 144A | 0.003264 | | | SCFET 2024-1A A3 144A 5.52% 01-20-32 | 0.003154 | | | CHASE HOME LENDING MORTGAGE TRUST 2025-5 CHASE 2025-5 A4A | 0.003153 | | | BANK5 2024-5YR6 A3 | 0.003075 | | | JP Morgan Mortgage Trust 2023-7 5.50 | 0.003075 | | | State Street SPDR Bloomberg Short Term High Yield Bond ETF | 0.003017 | | | CHTR 4.75 03/01/30 144A | 0.003014 | | | Saudi Government International Bond | 0.003002 | | | LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR | 0.002946 | | | WELLS FARGO CO | 0.002580 | | | UBS V9.25 PERP 144a | 0.002569 | | | PR 6.25 02/01/33 144A | 0.002561 | | | LAMAR MEDIA CORP SR UNSEC 3.75% 02-15-28 | 0.002423 | | | SIRIUS XM RADIO LLC REGD 144A P/P 4.00000000 | 0.002405 | | | BUILDERS FIRSTSOURCE INC REGD 144A P/P 4.25000000 | 0.002366 | | | HSBC HOLDINGS PLC JR SUBORDINA 12/99 VAR | 0.002342 | | | J.P. Morgan Mortgage Trust 2023-8 6.00 | 0.002119 | | | TransDigm, Inc. | 0.002116 | | ## Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | U.S. Treasury Notes | 0.054649 | ✓ | | U.S. Treasury Inflation-Linked Notes | 0.052873 | ✓ | | U.S. Treasury Inflation-Protected Indexed Notes | 0.050856 | ✓ | | U.S. Treasury Notes | 0.050622 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.050055 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028 | 0.049406 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES .125 07/15/2030 | 0.048753 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/2031 | 0.046966 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.046884 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-5/8% 10/15/27 | 0.045558 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 10/15/2026 | 0.044371 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028 | 0.043667 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.043610 | ✓ | | U.S. Treasury Notes 0.125%, Due 1/15/2030 | 0.042149 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES .25% 07/15/29 | 0.037978 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 07/15/2028 | 0.036078 | ✓ | | U.S. Treasury Inflation-Protected Security 0.375%, due 01/15/27 | 0.035606 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 07/15/2026 | 0.033369 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029 | 0.032476 | ✓ | | U.S. Treasury Notes | 0.029597 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-7/8% 04/15/29 | 0.026654 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 2-3/8% 01/15/27 | 0.024558 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-5/8% 04/15/28 | 0.019953 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-3/4% 01/15/28 | 0.019276 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 2-1/2% 01/15/29 | 0.017615 | ✓ | | Fidelity Cash Central Fund | 0.016422 | | ## Sources - N-PORT (fund A) — accession `0001193125-26-248863` (as of 2026-03-31) - N-PORT (fund B) — accession `0000035402-26-003404` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _