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.
10
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.
65.8
Holdings
As of October 31, 2024 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Investment Grade Bond Fund |
— |
1,243,415 |
$12.45M |
26.92% |
| 2 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
495,673 |
$3.80M |
8.22% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
166,603 |
$3.23M |
6.98% |
| 4 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
412,027 |
$2.29M |
4.95% |
| 5 |
FIDELITY SERIES GROWTH COMPANY FUND |
— |
87,012 |
$2.19M |
4.73% |
| 6 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
92,911 |
$2.14M |
4.63% |
| 7 |
FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
203,987 |
$1.99M |
4.30% |
| 8 |
Fidelity Series International Value Fund |
— |
149,633 |
$1.93M |
4.17% |
| 9 |
Fidelity Series International Growth Fund |
— |
104,356 |
$1.92M |
4.16% |
| 10 |
Fidelity Series Overseas Fund |
— |
135,061 |
$1.90M |
4.11% |
| 11 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
213,410 |
$1.87M |
4.04% |
| 12 |
Fidelity Series Stock Selector Large Cap Value Fund |
— |
95,315 |
$1.44M |
3.11% |
| 13 |
Fidelity Series Value Discovery Fund |
— |
79,881 |
$1.31M |
2.84% |
| 14 |
Fidelity Series Opportunistic Insights Fund |
— |
52,345 |
$1.30M |
2.81% |
| 15 |
Fidelity Series Blue Chip Growth Fund |
— |
65,728 |
$1.21M |
2.61% |
| 16 |
Fidelity Series Emerging Markets Fund |
— |
86,482 |
$811.20K |
1.75% |
| 17 |
Fidelity Series Canada Fund |
— |
45,251 |
$732.62K |
1.58% |
| 18 |
Fidelity Series International Small Cap Fund |
— |
37,808 |
$674.49K |
1.46% |
| 19 |
Fidelity Series Large Cap Value Index Fund |
— |
37,724 |
$639.42K |
1.38% |
| 20 |
Fidelity Series Small Cap Opportunities Fund |
— |
32,836 |
$488.60K |
1.06% |
| 21 |
FIDELITY SERIES ALL-SECTOR EQUITY FUND |
— |
32,866 |
$421.99K |
0.91% |
| 22 |
Fidelity Series Intrinsic Opportunities Fund |
— |
32,168 |
$355.46K |
0.77% |
| 23 |
Fidelity Series High Income Fund |
— |
29,367 |
$254.32K |
0.55% |
| 24 |
Fidelity Series Emerging Markets Debt Fund |
— |
30,705 |
$245.33K |
0.53% |
| 25 |
Fidelity Series Small Cap Discovery Fund |
— |
17,182 |
$193.98K |
0.42% |
| 26 |
Fidelity Series Commodity Strategy Fund |
— |
1,231 |
$107.37K |
0.23% |
| 27 |
Fidelity Series Government Money Market Fund |
— |
85,908 |
$85.91K |
0.19% |
| 28 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
7,962 |
$73.17K |
0.16% |
| 29 |
Fidelity Series Small Cap Core Fund |
— |
4,289 |
$52.16K |
0.11% |
| 30 |
Fidelity Series Floating Rate High Income Fund |
— |
5,248 |
$47.18K |
0.10% |
| 31 |
Fidelity Series Real Estate Income Fund |
— |
4,690 |
$47.09K |
0.10% |
| 32 |
Fidelity Series International Credit Fund |
— |
1,376 |
$11.46K |
0.02% |
| 33 |
Fidelity Series Short-Term Credit Fund |
— |
313 |
$3.13K |
0.01% |
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