FMWIX
30% Allocation Fund
Fidelity Charles Street Trust

Similar funds

Computed 2026-07-05

Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.

#FundOverlapNet exp.Adviser
1 50% Allocation Fund · FRYBX 80% 0.03%
2 70% Allocation Fund · FRGAX 60% 0.03%
3 Fidelity Health Savings Index Fund · FHSNX 50% 0.16%
4 85% Allocation Fund · FRAGX 45% 0.03%
5 Franklin Templeton Moderately Aggressive Model Portfolio · QLMADX, QLMACX 10% 0.60% FRANKLIN TEMPLETON FUND ADVISER, LLC
6 Franklin Templeton Conservative Model Portfolio · QLMAIX, QLMAJX 9% 0.60% FRANKLIN TEMPLETON FUND ADVISER, LLC
7 Fidelity Multi-Asset Index Fund · FFNOX 7% 0.11% Fidelity Management & Research Company LLC
8 Franklin Templeton Moderately Conservative Model Portfolio · QLMAGX, QLMAHX 7% 0.59% FRANKLIN TEMPLETON FUND ADVISER, LLC
9 Franklin Templeton Aggressive Model Portfolio · QLMABX, QLMAAX 7% 0.63% FRANKLIN TEMPLETON FUND ADVISER, LLC
10 Franklin Templeton Moderate Model Portfolio · QLMAFX, QLMAEX 6% 0.58% FRANKLIN TEMPLETON FUND ADVISER, LLC
11 Fidelity Risk Parity Fund · FAPWX, FAPVX, FAPYX, FAPZX, FAPSX, FAPUX 5% 0.68% Fidelity Diversifying Solutions LLC
12 VIP Target Volatility Portfolio 4% 0.69% Fidelity Management & Research Company LLC
13 Strategic Advisers Fidelity Core Income Fund · FIWGX 2% 0.16% Strategic Advisers LLC

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