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.
69.1
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
30,605,350 |
$569.26M |
15.44% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
21,962,153 |
$469.77M |
12.74% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
14,615,582 |
$379.86M |
10.30% |
| 4 |
Fidelity Series Large Cap Growth Index Fund |
— |
11,067,349 |
$297.82M |
8.08% |
| 5 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
10,915,661 |
$286.65M |
7.77% |
| 6 |
Fidelity Series International Value Fund |
— |
15,600,474 |
$246.49M |
6.68% |
| 7 |
Fidelity Series Overseas Fund |
— |
16,748,388 |
$243.52M |
6.60% |
| 8 |
Fidelity Series International Growth Fund |
— |
12,864,000 |
$240.94M |
6.53% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
12,282,273 |
$206.59M |
5.60% |
| 10 |
Fidelity Series Canada Fund |
— |
7,290,146 |
$148.57M |
4.03% |
| 11 |
Fidelity Series Small Cap Core Fund |
— |
8,204,686 |
$113.88M |
3.09% |
| 12 |
Fidelity Series Emerging Markets Fund |
— |
7,728,667 |
$97.46M |
2.64% |
| 13 |
Fidelity Series International Index Fund |
— |
6,169,667 |
$94.15M |
2.55% |
| 14 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
13,888,343 |
$74.02M |
2.01% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
3,392,090 |
$57.60M |
1.56% |
| 16 |
Fidelity Series International Small Cap Fund |
— |
2,010,142 |
$35.14M |
0.95% |
| 17 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
3,426,824 |
$29.03M |
0.79% |
| 18 |
Fidelity Series Commodity Strategy Fund |
— |
249,721 |
$28.01M |
0.76% |
| 19 |
Fidelity Series High Income Fund |
— |
2,162,986 |
$19.03M |
0.52% |
| 20 |
Fidelity Series Emerging Markets Debt Fund |
— |
2,217,389 |
$18.56M |
0.50% |
| 21 |
Fidelity Cash Central Fund |
— |
6,002,239 |
$6.00M |
0.16% |
| 22 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
555,846 |
$5.18M |
0.14% |
| 23 |
Fidelity Series Real Estate Income Fund |
— |
322,316 |
$3.23M |
0.09% |
| 24 |
Fidelity Series Floating Rate High Income Fund |
— |
365,348 |
$3.16M |
0.09% |
| 25 |
Fidelity Series Select International Small Cap Fund |
— |
206,761 |
$2.94M |
0.08% |
| 26 |
U.S. Treasury Bills |
B |
2,650,000 |
$2.64M |
0.07% |
| 27 |
U.S. Treasury Bills |
— |
2,620,000 |
$2.61M |
0.07% |
| 28 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
210,421 |
$1.59M |
0.04% |
| 29 |
UST BILLS 0% 05/14/2026 |
— |
1,400,000 |
$1.39M |
0.04% |
| 30 |
U.S. Treasury Bills |
B |
1,330,000 |
$1.33M |
0.04% |
| 31 |
U.S. Treasury Bills |
B |
1,140,000 |
$1.13M |
0.03% |
| 32 |
U.S. Treasury Bills |
B |
500,000 |
$498.18K |
0.01% |
| 33 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-43 |
$387.25K |
0.01% |
| 34 |
U.S. Treasury Bills |
— |
260,000 |
$257.80K |
0.01% |
| 35 |
U.S. Treasury Bills |
B |
210,000 |
$209.68K |
0.01% |
| 36 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
172 |
$206.62K |
0.01% |
| 37 |
SUGAR #11 (WORLD) FUT MAY26 SBK6 |
SBN6 |
36 |
$76.14K |
0.00% |
| 38 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-287 |
-$159.60K |
-0.00% |
| 39 |
WHEAT SEP 26 |
WU6 |
976 |
-$2.19M |
-0.06% |
| 40 |
WHEAT SEP 26 |
WU6 |
754 |
-$2.77M |
-0.08% |
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