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.
14
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.
61.3
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
FIDELITY SERIES GROWTH COMPANY FUND |
— |
1,080,223 |
$28.71M |
10.51% |
| 2 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
1,101,290 |
$28.62M |
10.47% |
| 3 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
1,088,119 |
$28.57M |
10.46% |
| 4 |
Fidelity Series International Value Fund |
— |
1,336,040 |
$21.11M |
7.72% |
| 5 |
Fidelity Series Overseas Fund |
— |
1,436,827 |
$20.89M |
7.64% |
| 6 |
Fidelity Series International Growth Fund |
— |
1,104,109 |
$20.68M |
7.57% |
| 7 |
Fidelity Series Stock Selector Large Cap Value Fund |
— |
1,341,027 |
$18.88M |
6.91% |
| 8 |
Fidelity Series Value Discovery Fund |
— |
1,023,260 |
$17.21M |
6.30% |
| 9 |
Fidelity Series Opportunistic Insights Fund |
— |
692,491 |
$16.92M |
6.19% |
| 10 |
Fidelity Series Blue Chip Growth Fund |
— |
744,038 |
$15.91M |
5.82% |
| 11 |
Fidelity Series Canada Fund |
— |
547,211 |
$11.15M |
4.08% |
| 12 |
Fidelity Series Large Cap Value Index Fund |
— |
461,128 |
$8.58M |
3.14% |
| 13 |
Fidelity Series Emerging Markets Fund |
— |
566,815 |
$7.15M |
2.62% |
| 14 |
FIDELITY SERIES ALL-SECTOR EQUITY FUND |
— |
446,649 |
$5.74M |
2.10% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
278,186 |
$4.72M |
1.73% |
| 16 |
Fidelity Series Intrinsic Opportunities Fund |
— |
297,992 |
$3.19M |
1.17% |
| 17 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
521,727 |
$2.78M |
1.02% |
| 18 |
Fidelity Series International Small Cap Fund |
— |
147,788 |
$2.58M |
0.95% |
| 19 |
Fidelity Series Commodity Strategy Fund |
— |
18,654 |
$2.09M |
0.77% |
| 20 |
Fidelity Series Small Cap Discovery Fund |
— |
182,644 |
$1.97M |
0.72% |
| 21 |
Fidelity Series High Income Fund |
— |
172,414 |
$1.52M |
0.56% |
| 22 |
Fidelity Series Emerging Markets Debt Fund |
— |
180,919 |
$1.51M |
0.55% |
| 23 |
Fidelity Series Small Cap Core Fund |
— |
46,983 |
$652.12K |
0.24% |
| 24 |
U.S. Treasury Bills |
— |
400,000 |
$399.96K |
0.15% |
| 25 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
41,333 |
$385.22K |
0.14% |
| 26 |
Fidelity Series Floating Rate High Income Fund |
— |
30,164 |
$261.22K |
0.10% |
| 27 |
Fidelity Series Real Estate Income Fund |
— |
26,066 |
$260.92K |
0.10% |
| 28 |
Fidelity Cash Central Fund |
— |
249,112 |
$249.16K |
0.09% |
| 29 |
Fidelity Series Select International Small Cap Fund |
— |
15,200 |
$215.84K |
0.08% |
| 30 |
UST BILLS 0% 05/14/2026 |
— |
170,000 |
$169.26K |
0.06% |
| 31 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
19,913 |
$150.94K |
0.06% |
| 32 |
U.S. Treasury Bills |
B |
70,000 |
$69.80K |
0.03% |
| 33 |
U.S. Treasury Bills |
B |
40,000 |
$39.85K |
0.01% |
| 34 |
U.S. Treasury Bills |
— |
40,000 |
$39.66K |
0.01% |
| 35 |
U.S. Treasury Bills |
— |
30,000 |
$29.93K |
0.01% |
| 36 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-3 |
$28.56K |
0.01% |
| 37 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
11 |
$17.31K |
0.01% |
| 38 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
3 |
$3.51K |
0.00% |
| 39 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-20 |
-$9.05K |
-0.00% |
| 40 |
WHEAT SEP 26 |
WU6 |
54 |
-$124.03K |
-0.05% |
| 41 |
WHEAT SEP 26 |
WU6 |
71 |
-$265.64K |
-0.10% |
Machine-readable:
JSON ·
Markdown.
Programmatic access via the agent surface.