Portfolio concentration
As of January 31, 2026 ·
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.
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.
61.7
Holdings
As of January 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Government Bond Index Fund |
— |
570,309 |
$5.25M |
10.50% |
| 2 |
Fidelity Series Investment Grade Bond Fund |
— |
478,523 |
$4.87M |
9.75% |
| 3 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
510,844 |
$3.89M |
7.78% |
| 4 |
Fidelity Series Large Cap Value Index Fund |
— |
180,383 |
$3.44M |
6.88% |
| 5 |
Fidelity Series Corporate Bond Fund |
— |
331,730 |
$3.14M |
6.29% |
| 6 |
Fidelity Series Investment Grade Securitized Fund |
— |
326,388 |
$2.99M |
5.98% |
| 7 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
101,681 |
$2.75M |
5.50% |
| 8 |
Fidelity Series Blue Chip Growth Fund |
— |
119,293 |
$2.74M |
5.48% |
| 9 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
280,470 |
$2.39M |
4.78% |
| 10 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
67,135 |
$1.85M |
3.71% |
| 11 |
Fidelity Series Large Cap Growth Index Fund |
— |
59,194 |
$1.74M |
3.48% |
| 12 |
Fidelity Series International Value Fund |
— |
104,474 |
$1.71M |
3.43% |
| 13 |
Fidelity Series International Growth Fund |
— |
84,497 |
$1.70M |
3.41% |
| 14 |
Fidelity Series Overseas Fund |
— |
108,199 |
$1.67M |
3.35% |
| 15 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
300,524 |
$1.61M |
3.22% |
| 16 |
FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
124,374 |
$1.23M |
2.46% |
| 17 |
Fidelity Series Value Discovery Fund |
— |
69,191 |
$1.22M |
2.45% |
| 18 |
Fidelity Series Canada Fund |
— |
61,910 |
$1.22M |
2.45% |
| 19 |
Fidelity Series Emerging Markets Fund |
— |
54,189 |
$702.29K |
1.41% |
| 20 |
Fidelity Series International Index Fund |
— |
40,318 |
$639.84K |
1.28% |
| 21 |
Fidelity Series Small Cap Core Fund |
— |
41,910 |
$600.99K |
1.20% |
| 22 |
Fidelity Series International Small Cap Fund |
— |
32,416 |
$599.05K |
1.20% |
| 23 |
Fidelity Series Treasury Bill Index Fund |
— |
58,361 |
$580.69K |
1.16% |
| 24 |
Fidelity Series Commodity Strategy Fund |
— |
3,603 |
$379.16K |
0.76% |
| 25 |
Fidelity Series Small Cap Opportunities Fund |
— |
20,096 |
$344.85K |
0.69% |
| 26 |
Fidelity Series Emerging Markets Debt Fund |
— |
31,870 |
$274.08K |
0.55% |
| 27 |
Fidelity Series Government Money Market Fund |
— |
98,333 |
$98.33K |
0.20% |
| 28 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
7,196 |
$70.02K |
0.14% |
| 29 |
Fidelity Series High Income Fund |
— |
5,501 |
$49.12K |
0.10% |
| 30 |
Fidelity Series Floating Rate High Income Fund |
— |
5,553 |
$48.64K |
0.10% |
| 31 |
Fidelity Series Real Estate Income Fund |
— |
4,780 |
$48.62K |
0.10% |
| 32 |
Fidelity Series Select International Small Cap Fund |
— |
3,296 |
$48.39K |
0.10% |
| 33 |
Fidelity Series International Credit Fund |
— |
682 |
$5.80K |
0.01% |
| 34 |
Fidelity Series Short-Term Credit Fund |
— |
6 |
$64 |
0.00% |
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