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.
69.5
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
33,913,855 |
$630.80M |
15.13% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
24,514,112 |
$524.36M |
12.57% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
16,260,045 |
$422.60M |
10.13% |
| 4 |
Fidelity Series Large Cap Growth Index Fund |
— |
12,389,953 |
$333.41M |
8.00% |
| 5 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
12,204,094 |
$320.48M |
7.68% |
| 6 |
Fidelity Series International Value Fund |
— |
17,417,287 |
$275.19M |
6.60% |
| 7 |
Fidelity Series Overseas Fund |
— |
18,735,755 |
$272.42M |
6.53% |
| 8 |
Fidelity Series International Growth Fund |
— |
14,390,232 |
$269.53M |
6.46% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
13,720,995 |
$230.79M |
5.53% |
| 10 |
Fidelity Series Canada Fund |
— |
8,153,684 |
$166.17M |
3.98% |
| 11 |
Fidelity Series Small Cap Core Fund |
— |
9,143,705 |
$126.91M |
3.04% |
| 12 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
22,612,715 |
$120.53M |
2.89% |
| 13 |
Fidelity Series Emerging Markets Fund |
— |
8,669,805 |
$109.33M |
2.62% |
| 14 |
Fidelity Series International Index Fund |
— |
6,929,117 |
$105.74M |
2.54% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
3,791,460 |
$64.38M |
1.54% |
| 16 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
5,677,211 |
$48.09M |
1.15% |
| 17 |
Fidelity Series International Small Cap Fund |
— |
2,278,117 |
$39.82M |
0.95% |
| 18 |
Fidelity Series Commodity Strategy Fund |
— |
281,977 |
$31.63M |
0.76% |
| 19 |
Fidelity Series Emerging Markets Debt Fund |
— |
2,504,603 |
$20.96M |
0.50% |
| 20 |
Fidelity Series High Income Fund |
— |
2,354,344 |
$20.72M |
0.50% |
| 21 |
Fidelity Cash Central Fund |
— |
8,038,089 |
$8.04M |
0.19% |
| 22 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
627,756 |
$5.85M |
0.14% |
| 23 |
Fidelity Series Real Estate Income Fund |
— |
363,877 |
$3.64M |
0.09% |
| 24 |
Fidelity Series Floating Rate High Income Fund |
— |
412,786 |
$3.57M |
0.09% |
| 25 |
Fidelity Series Select International Small Cap Fund |
— |
233,633 |
$3.32M |
0.08% |
| 26 |
U.S. Treasury Bills |
— |
2,960,000 |
$2.95M |
0.07% |
| 27 |
U.S. Treasury Bills |
B |
2,960,000 |
$2.95M |
0.07% |
| 28 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
237,441 |
$1.80M |
0.04% |
| 29 |
U.S. Treasury Bills |
B |
1,420,000 |
$1.41M |
0.03% |
| 30 |
U.S. Treasury Bills |
B |
1,220,000 |
$1.22M |
0.03% |
| 31 |
UST BILLS 0% 05/14/2026 |
— |
880,000 |
$876.17K |
0.02% |
| 32 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-73 |
$657.54K |
0.02% |
| 33 |
U.S. Treasury Bills |
— |
590,000 |
$585.00K |
0.01% |
| 34 |
U.S. Treasury Bills |
B |
580,000 |
$577.89K |
0.01% |
| 35 |
Fidelity Series Government Bond Index Fund |
— |
36,661 |
$335.08K |
0.01% |
| 36 |
U.S. Treasury Bills |
B |
250,000 |
$249.62K |
0.01% |
| 37 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
195 |
$214.06K |
0.01% |
| 38 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
41 |
$86.72K |
0.00% |
| 39 |
U.S. Treasury Bills |
B |
80,000 |
$79.38K |
0.00% |
| 40 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-324 |
-$180.12K |
-0.00% |
| 41 |
WHEAT SEP 26 |
WU6 |
1,029 |
-$2.31M |
-0.06% |
| 42 |
WHEAT SEP 26 |
WU6 |
642 |
-$2.36M |
-0.06% |
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