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.
7
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.
64.3
Holdings
As of October 31, 2024 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Investment Grade Bond Fund |
— |
633,551 |
$6.34M |
34.98% |
| 2 |
FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
186,077 |
$1.81M |
10.01% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
57,345 |
$1.11M |
6.13% |
| 4 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
132,738 |
$1.02M |
5.62% |
| 5 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
83,459 |
$731.10K |
4.03% |
| 6 |
FIDELITY SERIES GROWTH COMPANY FUND |
— |
26,519 |
$666.95K |
3.68% |
| 7 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
28,315 |
$652.65K |
3.60% |
| 8 |
Fidelity Series International Value Fund |
— |
48,005 |
$618.30K |
3.41% |
| 9 |
Fidelity Series International Growth Fund |
— |
33,478 |
$617.34K |
3.41% |
| 10 |
Fidelity Series Overseas Fund |
— |
43,327 |
$609.18K |
3.36% |
| 11 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
98,199 |
$545.00K |
3.01% |
| 12 |
Fidelity Series Stock Selector Large Cap Value Fund |
— |
29,044 |
$437.69K |
2.41% |
| 13 |
Fidelity Series Value Discovery Fund |
— |
24,342 |
$400.19K |
2.21% |
| 14 |
Fidelity Series Opportunistic Insights Fund |
— |
15,952 |
$395.77K |
2.18% |
| 15 |
Fidelity Series Blue Chip Growth Fund |
— |
20,033 |
$367.41K |
2.03% |
| 16 |
Fidelity Series Emerging Markets Fund |
— |
29,757 |
$279.12K |
1.54% |
| 17 |
Fidelity Series International Small Cap Fund |
— |
14,772 |
$263.53K |
1.45% |
| 18 |
Fidelity Series Canada Fund |
— |
14,515 |
$235.00K |
1.30% |
| 19 |
Fidelity Series Large Cap Value Index Fund |
— |
11,495 |
$194.84K |
1.07% |
| 20 |
Fidelity Series Small Cap Opportunities Fund |
— |
9,983 |
$148.55K |
0.82% |
| 21 |
FIDELITY SERIES ALL-SECTOR EQUITY FUND |
— |
10,015 |
$128.60K |
0.71% |
| 22 |
Fidelity Series Intrinsic Opportunities Fund |
— |
9,800 |
$108.29K |
0.60% |
| 23 |
Fidelity Series High Income Fund |
— |
11,516 |
$99.73K |
0.55% |
| 24 |
Fidelity Series Emerging Markets Debt Fund |
— |
12,003 |
$95.90K |
0.53% |
| 25 |
Fidelity Series Small Cap Discovery Fund |
— |
5,235 |
$59.10K |
0.33% |
| 26 |
Fidelity Series Commodity Strategy Fund |
— |
482 |
$42.03K |
0.23% |
| 27 |
Fidelity Series Government Money Market Fund |
— |
38,515 |
$38.52K |
0.21% |
| 28 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
3,132 |
$28.79K |
0.16% |
| 29 |
Fidelity Series Floating Rate High Income Fund |
— |
2,058 |
$18.50K |
0.10% |
| 30 |
Fidelity Series Real Estate Income Fund |
— |
1,837 |
$18.44K |
0.10% |
| 31 |
Fidelity Series Small Cap Core Fund |
— |
1,330 |
$16.17K |
0.09% |
| 32 |
Fidelity Series International Credit Fund |
— |
595 |
$4.96K |
0.03% |
| 33 |
Fidelity Series Short-Term Credit Fund |
— |
493 |
$4.93K |
0.03% |
Machine-readable:
JSON ·
Markdown.
Programmatic access via the agent surface.