Portfolio concentration
As of October 31, 2024 ·
N-PORT
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.
5
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.
62.8
Holdings
As of October 31, 2024 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Investment Grade Bond Fund |
— |
376,233 |
$3.77M |
38.42% |
| 2 |
FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
157,740 |
$1.54M |
15.69% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
26,676 |
$516.99K |
5.27% |
| 4 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
44,881 |
$393.15K |
4.01% |
| 5 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
38,650 |
$296.45K |
3.02% |
| 6 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
48,880 |
$271.28K |
2.77% |
| 7 |
Fidelity Series International Value Fund |
— |
20,260 |
$260.95K |
2.66% |
| 8 |
Fidelity Series International Growth Fund |
— |
14,130 |
$260.56K |
2.66% |
| 9 |
FIDELITY SERIES GROWTH COMPANY FUND |
— |
10,238 |
$257.49K |
2.63% |
| 10 |
Fidelity Series Overseas Fund |
— |
18,288 |
$257.12K |
2.62% |
| 11 |
Fidelity Series Government Money Market Fund |
— |
253,269 |
$253.27K |
2.58% |
| 12 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
10,933 |
$252.01K |
2.57% |
| 13 |
Fidelity Series Stock Selector Large Cap Value Fund |
— |
11,218 |
$169.05K |
1.72% |
| 14 |
Fidelity Series Value Discovery Fund |
— |
9,402 |
$154.56K |
1.58% |
| 15 |
Fidelity Series Opportunistic Insights Fund |
— |
6,160 |
$152.82K |
1.56% |
| 16 |
Fidelity Series Blue Chip Growth Fund |
— |
7,734 |
$141.84K |
1.45% |
| 17 |
Fidelity Series International Small Cap Fund |
— |
7,914 |
$141.19K |
1.44% |
| 18 |
Fidelity Series Emerging Markets Fund |
— |
13,860 |
$130.01K |
1.33% |
| 19 |
Fidelity Series Canada Fund |
— |
6,129 |
$99.23K |
1.01% |
| 20 |
Fidelity Series Large Cap Value Index Fund |
— |
4,440 |
$75.26K |
0.77% |
| 21 |
Fidelity Series Short-Term Credit Fund |
— |
5,824 |
$58.18K |
0.59% |
| 22 |
Fidelity Series Small Cap Opportunities Fund |
— |
3,862 |
$57.46K |
0.59% |
| 23 |
Fidelity Series High Income Fund |
— |
6,223 |
$53.89K |
0.55% |
| 24 |
Fidelity Series Emerging Markets Debt Fund |
— |
6,484 |
$51.81K |
0.53% |
| 25 |
FIDELITY SERIES ALL-SECTOR EQUITY FUND |
— |
3,867 |
$49.66K |
0.51% |
| 26 |
Fidelity Series Intrinsic Opportunities Fund |
— |
3,786 |
$41.84K |
0.43% |
| 27 |
Fidelity Series Small Cap Discovery Fund |
— |
2,022 |
$22.83K |
0.23% |
| 28 |
Fidelity Series Commodity Strategy Fund |
— |
260 |
$22.69K |
0.23% |
| 29 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
1,687 |
$15.51K |
0.16% |
| 30 |
Fidelity Series Floating Rate High Income Fund |
— |
1,112 |
$10.00K |
0.10% |
| 31 |
Fidelity Series Real Estate Income Fund |
— |
991 |
$9.95K |
0.10% |
| 32 |
Fidelity Series Small Cap Core Fund |
— |
504 |
$6.13K |
0.06% |
| 33 |
Fidelity Series International Credit Fund |
— |
449 |
$3.74K |
0.04% |
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