# Portfolio overlap — FSWMX vs FIXRX

Comparing **Fidelity Sustainable Target Date 2020 Fund** (2026-03-31) and **Fidelity Managed Retirement 2025 Fund** (2026-01-31).

- Shared positions: 5
- Fidelity Sustainable Target Date 2020 Fund covered by Fidelity Managed Retirement 2025 Fund: 0.1916324772167448778922529544
- Fidelity Managed Retirement 2025 Fund covered by Fidelity Sustainable Target Date 2020 Fund: 0.1916324772167448778922529544

## Fidelity Sustainable Target Date 2020 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Series Sustainable Investment Grade Bond Fund | 0.340834 |  |
| Fidelity Series Sustainable U.S. Market Fund | 0.230728 |  |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 0.141891 |  |
| FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.082620 | ✓ |
| Fidelity Series Sustainable Emerging Markets Fund | 0.069328 |  |
| FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.058628 | ✓ |
| FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | 0.050581 | ✓ |
| Fidelity Series Long-Term Treasury Bond Index Fund | 0.019105 | ✓ |
| Fidelity Series Treasury Bill Index Fund | 0.006285 | ✓ |

## Fidelity Managed Retirement 2025 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Series Government Bond Index Fund | 0.113324 |  |
| Fidelity Series Investment Grade Bond Fund | 0.105210 |  |
| FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.072288 | ✓ |
| Fidelity Series Corporate Bond Fund | 0.067847 |  |
| Fidelity Series Investment Grade Securitized Fund | 0.064500 |  |
| Fidelity Series Large Cap Value Index Fund | 0.059344 |  |
| FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | 0.059082 | ✓ |
| Fidelity Series Emerging Markets Opportunities Fund | 0.049353 |  |
| FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | 0.048533 | ✓ |
| Fidelity Series Blue Chip Growth Fund | 0.047289 |  |
| FIDELITY SERIES LARGE CAP STOCK FUND | 0.031961 |  |
| Fidelity Series Long-Term Treasury Bond Index Fund | 0.031556 | ✓ |
| Fidelity Series International Value Fund | 0.030189 |  |
| Fidelity Series International Growth Fund | 0.030030 |  |
| Fidelity Series Large Cap Growth Index Fund | 0.030015 |  |
| Fidelity Series Overseas Fund | 0.029527 |  |
| Fidelity Series Canada Fund | 0.022652 |  |
| Fidelity Series Value Discovery Fund | 0.021141 |  |
| Fidelity Series Emerging Markets Fund | 0.012647 |  |
| Fidelity Series Treasury Bill Index Fund | 0.012051 | ✓ |
| Fidelity Series International Small Cap Fund | 0.011878 |  |
| Fidelity Series International Index Fund | 0.011257 |  |
| Fidelity Series Small Cap Core Fund | 0.010280 |  |
| Fidelity Series Commodity Strategy Fund | 0.007568 |  |
| Fidelity Series Small Cap Opportunities Fund | 0.005901 |  |
| Fidelity Series Emerging Markets Debt Fund | 0.005509 |  |
| Fidelity Series Government Money Market Fund | 0.003396 |  |
| FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND | 0.001407 |  |
| Fidelity Series Select International Small Cap Fund | 0.001013 |  |
| Fidelity Series High Income Fund | 0.000988 |  |
| Fidelity Series Floating Rate High Income Fund | 0.000978 |  |
| Fidelity Series Real Estate Income Fund | 0.000978 |  |
| Fidelity Series International Credit Fund | 0.000259 |  |
| Fidelity Series Short-Term Credit Fund | 0.000049 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-003431` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/880195/000003540226003431/0000035402-26-003431-index.htm>
- N-PORT (fund B) — accession `0000035402-26-001989` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/751199/000003540226001989/0000035402-26-001989-index.htm>

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_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._

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