Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
12
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
68.5
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
22,047,531 |
$410.08M |
15.69% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
15,798,012 |
$337.92M |
12.93% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
10,450,640 |
$271.61M |
10.39% |
| 4 |
Fidelity Series Large Cap Growth Index Fund |
— |
7,971,696 |
$214.52M |
8.21% |
| 5 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
7,875,964 |
$206.82M |
7.91% |
| 6 |
Fidelity Series International Value Fund |
— |
11,286,144 |
$178.32M |
6.82% |
| 7 |
Fidelity Series Overseas Fund |
— |
12,144,095 |
$176.58M |
6.76% |
| 8 |
Fidelity Series International Growth Fund |
— |
9,329,004 |
$174.73M |
6.69% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
8,816,008 |
$148.29M |
5.67% |
| 10 |
Fidelity Series Canada Fund |
— |
5,222,691 |
$106.44M |
4.07% |
| 11 |
Fidelity Series Small Cap Core Fund |
— |
5,886,319 |
$81.70M |
3.13% |
| 12 |
Fidelity Series Emerging Markets Fund |
— |
5,506,427 |
$69.44M |
2.66% |
| 13 |
Fidelity Series International Index Fund |
— |
4,471,759 |
$68.24M |
2.61% |
| 14 |
Fidelity Series Small Cap Opportunities Fund |
— |
2,410,679 |
$40.93M |
1.57% |
| 15 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
5,946,127 |
$31.69M |
1.21% |
| 16 |
Fidelity Series International Small Cap Fund |
— |
1,428,572 |
$24.97M |
0.96% |
| 17 |
Fidelity Series Commodity Strategy Fund |
— |
177,061 |
$19.86M |
0.76% |
| 18 |
Fidelity Series Emerging Markets Debt Fund |
— |
1,650,644 |
$13.82M |
0.53% |
| 19 |
Fidelity Series High Income Fund |
— |
1,563,996 |
$13.76M |
0.53% |
| 20 |
Fidelity Cash Central Fund |
— |
3,822,916 |
$3.82M |
0.15% |
| 21 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
392,265 |
$3.66M |
0.14% |
| 22 |
Fidelity Series Real Estate Income Fund |
— |
229,262 |
$2.29M |
0.09% |
| 23 |
Fidelity Series Floating Rate High Income Fund |
— |
264,576 |
$2.29M |
0.09% |
| 24 |
Fidelity Series Select International Small Cap Fund |
— |
146,604 |
$2.08M |
0.08% |
| 25 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
229,211 |
$1.94M |
0.07% |
| 26 |
U.S. Treasury Bills |
— |
1,870,000 |
$1.87M |
0.07% |
| 27 |
U.S. Treasury Bills |
B |
1,820,000 |
$1.81M |
0.07% |
| 28 |
UST BILLS 0% 05/14/2026 |
— |
1,270,000 |
$1.26M |
0.05% |
| 29 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
163,750 |
$1.24M |
0.05% |
| 30 |
U.S. Treasury Bills |
B |
990,000 |
$989.21K |
0.04% |
| 31 |
U.S. Treasury Bills |
B |
620,000 |
$616.43K |
0.02% |
| 32 |
U.S. Treasury Bills |
B |
330,000 |
$328.80K |
0.01% |
| 33 |
U.S. Treasury Bills |
— |
260,000 |
$257.80K |
0.01% |
| 34 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-28 |
$254.66K |
0.01% |
| 35 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
104 |
$118.62K |
0.00% |
| 36 |
U.S. Treasury Bills |
B |
100,000 |
$99.22K |
0.00% |
| 37 |
U.S. Treasury Bills |
B |
90,000 |
$89.86K |
0.00% |
| 38 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
25 |
$52.89K |
0.00% |
| 39 |
U.S. Treasury Bills |
— |
40,000 |
$40.00K |
0.00% |
| 40 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-204 |
-$113.60K |
-0.00% |
| 41 |
WHEAT SEP 26 |
WU6 |
587 |
-$1.32M |
-0.05% |
| 42 |
WHEAT SEP 26 |
WU6 |
697 |
-$2.56M |
-0.10% |
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