# Portfolio overlap — FSRMX vs FIRUX

Comparing **Fidelity Simplicity RMD 2030 Fund** (2024-10-31) and **Fidelity Simplicity RMD 2015 Fund** (2024-10-31).

- Shared positions: 30
- Fidelity Simplicity RMD 2030 Fund covered by Fidelity Simplicity RMD 2015 Fund: 0.7256687168134828163230243471
- Fidelity Simplicity RMD 2015 Fund covered by Fidelity Simplicity RMD 2030 Fund: 0.7256687168134828163230243470

## Fidelity Simplicity RMD 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Series Investment Grade Bond Fund | 0.176480 | ✓ |
| Fidelity Series Emerging Markets Opportunities Fund | 0.083155 | ✓ |
| Fidelity Series Long-Term Treasury Bond Index Fund | 0.067762 | ✓ |
| FIDELITY SERIES GROWTH COMPANY FUND | 0.063998 | ✓ |
| FIDELITY SERIES LARGE CAP STOCK FUND | 0.062425 | ✓ |
| Fidelity Series International Value Fund | 0.053395 | ✓ |
| Fidelity Series International Growth Fund | 0.053340 | ✓ |
| Fidelity Series Overseas Fund | 0.052487 | ✓ |
| FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.052278 | ✓ |
| Fidelity Series Stock Selector Large Cap Value Fund | 0.041781 | ✓ |
| FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | 0.039694 | ✓ |
| Fidelity Series Value Discovery Fund | 0.038187 | ✓ |
| Fidelity Series Opportunistic Insights Fund | 0.037839 | ✓ |
| Fidelity Series Blue Chip Growth Fund | 0.035249 | ✓ |
| Fidelity Series Emerging Markets Fund | 0.020922 | ✓ |
| Fidelity Series Canada Fund | 0.020378 | ✓ |
| Fidelity Series Large Cap Value Index Fund | 0.018572 | ✓ |
| Fidelity Series International Small Cap Fund | 0.014496 | ✓ |
| Fidelity Series Small Cap Opportunities Fund | 0.013676 | ✓ |
| FIDELITY SERIES ALL-SECTOR EQUITY FUND | 0.012290 | ✓ |
| Fidelity Series Intrinsic Opportunities Fund | 0.010304 | ✓ |
| FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.006858 | ✓ |
| Fidelity Series Small Cap Discovery Fund | 0.005626 | ✓ |
| Fidelity Series High Income Fund | 0.005541 | ✓ |
| Fidelity Series Emerging Markets Debt Fund | 0.005268 | ✓ |
| Fidelity Series Commodity Strategy Fund | 0.002324 | ✓ |
| Fidelity Series Small Cap Core Fund | 0.002006 | ✓ |
| FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND | 0.001601 | ✓ |
| Fidelity Series Floating Rate High Income Fund | 0.001047 | ✓ |
| Fidelity Series Real Estate Income Fund | 0.001023 | ✓ |

## Fidelity Simplicity RMD 2015 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Series Investment Grade Bond Fund | 0.350143 | ✓ |
| FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.100168 | ✓ |
| Fidelity Series Emerging Markets Opportunities Fund | 0.061360 | ✓ |
| FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.056211 | ✓ |
| FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | 0.040365 | ✓ |
| FIDELITY SERIES GROWTH COMPANY FUND | 0.036823 | ✓ |
| FIDELITY SERIES LARGE CAP STOCK FUND | 0.036034 | ✓ |
| Fidelity Series International Value Fund | 0.034138 | ✓ |
| Fidelity Series International Growth Fund | 0.034084 | ✓ |
| Fidelity Series Overseas Fund | 0.033634 | ✓ |
| Fidelity Series Long-Term Treasury Bond Index Fund | 0.030090 | ✓ |
| Fidelity Series Stock Selector Large Cap Value Fund | 0.024165 | ✓ |
| Fidelity Series Value Discovery Fund | 0.022095 | ✓ |
| Fidelity Series Opportunistic Insights Fund | 0.021851 | ✓ |
| Fidelity Series Blue Chip Growth Fund | 0.020285 | ✓ |
| Fidelity Series Emerging Markets Fund | 0.015411 | ✓ |
| Fidelity Series International Small Cap Fund | 0.014550 | ✓ |
| Fidelity Series Canada Fund | 0.012975 | ✓ |
| Fidelity Series Large Cap Value Index Fund | 0.010757 | ✓ |
| Fidelity Series Small Cap Opportunities Fund | 0.008202 | ✓ |
| FIDELITY SERIES ALL-SECTOR EQUITY FUND | 0.007100 | ✓ |
| Fidelity Series Intrinsic Opportunities Fund | 0.005979 | ✓ |
| Fidelity Series High Income Fund | 0.005506 | ✓ |
| Fidelity Series Emerging Markets Debt Fund | 0.005295 | ✓ |
| Fidelity Series Small Cap Discovery Fund | 0.003263 | ✓ |
| Fidelity Series Commodity Strategy Fund | 0.002321 | ✓ |
| Fidelity Series Government Money Market Fund | 0.002127 |  |
| FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND | 0.001589 | ✓ |
| Fidelity Series Floating Rate High Income Fund | 0.001021 | ✓ |
| Fidelity Series Real Estate Income Fund | 0.001018 | ✓ |
| Fidelity Series Small Cap Core Fund | 0.000893 | ✓ |
| Fidelity Series International Credit Fund | 0.000274 |  |
| Fidelity Series Short-Term Credit Fund | 0.000272 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-24-297780` (as of 2024-10-31)
  <https://www.sec.gov/Archives/edgar/data/751199/000175272424297780/0001752724-24-297780-index.htm>
- N-PORT (fund B) — accession `0001752724-24-297847` (as of 2024-10-31)
  <https://www.sec.gov/Archives/edgar/data/751199/000175272424297847/0001752724-24-297847-index.htm>

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