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.
18
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.
66.3
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
397,960 |
$7.40M |
10.43% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
283,613 |
$6.07M |
8.55% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
214,489 |
$5.57M |
7.86% |
| 4 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
892,180 |
$4.76M |
6.70% |
| 5 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
154,266 |
$4.05M |
5.71% |
| 6 |
Fidelity Series Large Cap Growth Index Fund |
— |
143,724 |
$3.87M |
5.45% |
| 7 |
Fidelity Series Government Bond Index Fund |
— |
414,499 |
$3.79M |
5.34% |
| 8 |
Fidelity Series International Value Fund |
— |
229,198 |
$3.62M |
5.11% |
| 9 |
Fidelity Series Overseas Fund |
— |
245,918 |
$3.58M |
5.04% |
| 10 |
Fidelity Series International Growth Fund |
— |
188,601 |
$3.53M |
4.98% |
| 11 |
Fidelity Series Investment Grade Bond Fund |
— |
346,467 |
$3.50M |
4.94% |
| 12 |
Fidelity Series Value Discovery Fund |
— |
157,198 |
$2.64M |
3.73% |
| 13 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
295,477 |
$2.50M |
3.53% |
| 14 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
301,224 |
$2.28M |
3.22% |
| 15 |
Fidelity Series Corporate Bond Fund |
— |
243,282 |
$2.27M |
3.20% |
| 16 |
Fidelity Series Canada Fund |
— |
108,387 |
$2.21M |
3.11% |
| 17 |
Fidelity Series Investment Grade Securitized Fund |
— |
234,553 |
$2.13M |
3.01% |
| 18 |
Fidelity Series International Index Fund |
— |
90,992 |
$1.39M |
1.96% |
| 19 |
Fidelity Series Emerging Markets Fund |
— |
108,006 |
$1.36M |
1.92% |
| 20 |
Fidelity Series Small Cap Core Fund |
— |
83,122 |
$1.15M |
1.63% |
| 21 |
Fidelity Series Small Cap Opportunities Fund |
— |
41,258 |
$700.57K |
0.99% |
| 22 |
Fidelity Series International Small Cap Fund |
— |
38,844 |
$679.00K |
0.96% |
| 23 |
Fidelity Series Commodity Strategy Fund |
— |
4,953 |
$555.59K |
0.78% |
| 24 |
Fidelity Series Emerging Markets Debt Fund |
— |
47,226 |
$395.28K |
0.56% |
| 25 |
Fidelity Series Treasury Bill Index Fund |
— |
36,171 |
$359.90K |
0.51% |
| 26 |
Fidelity Series Government Money Market Fund |
— |
133,007 |
$133.01K |
0.19% |
| 27 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
10,565 |
$98.47K |
0.14% |
| 28 |
Fidelity Series Floating Rate High Income Fund |
— |
8,203 |
$71.04K |
0.10% |
| 29 |
Fidelity Series High Income Fund |
— |
8,021 |
$70.58K |
0.10% |
| 30 |
Fidelity Series Real Estate Income Fund |
— |
6,950 |
$69.57K |
0.10% |
| 31 |
Fidelity Series Select International Small Cap Fund |
— |
4,000 |
$56.80K |
0.08% |
| 32 |
Fidelity Series International Credit Fund |
— |
7 |
$58 |
0.00% |
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