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.
12
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.
68.6
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
385,858 |
$7.18M |
14.82% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
281,862 |
$6.03M |
12.45% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
197,067 |
$5.12M |
10.58% |
| 4 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
153,737 |
$4.04M |
8.34% |
| 5 |
Fidelity Series Large Cap Growth Index Fund |
— |
143,128 |
$3.85M |
7.96% |
| 6 |
Fidelity Series International Value Fund |
— |
217,574 |
$3.44M |
7.10% |
| 7 |
Fidelity Series Overseas Fund |
— |
234,210 |
$3.41M |
7.03% |
| 8 |
Fidelity Series International Growth Fund |
— |
179,967 |
$3.37M |
6.96% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
154,768 |
$2.60M |
5.38% |
| 10 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
421,986 |
$2.25M |
4.65% |
| 11 |
Fidelity Series Canada Fund |
— |
93,934 |
$1.91M |
3.95% |
| 12 |
Fidelity Series International Index Fund |
— |
86,810 |
$1.32M |
2.74% |
| 13 |
Fidelity Series Emerging Markets Fund |
— |
99,186 |
$1.25M |
2.58% |
| 14 |
Fidelity Series Small Cap Core Fund |
— |
82,388 |
$1.14M |
2.36% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
40,774 |
$692.35K |
1.43% |
| 16 |
Fidelity Series International Small Cap Fund |
— |
26,329 |
$460.23K |
0.95% |
| 17 |
Fidelity Series Commodity Strategy Fund |
— |
2,373 |
$266.16K |
0.55% |
| 18 |
Fidelity Series Select International Small Cap Fund |
— |
2,709 |
$38.46K |
0.08% |
| 19 |
Fidelity Series Government Bond Index Fund |
— |
1,003 |
$9.17K |
0.02% |
| 20 |
Fidelity Series Investment Grade Bond Fund |
— |
835 |
$8.44K |
0.02% |
| 21 |
Fidelity Series Corporate Bond Fund |
— |
577 |
$5.39K |
0.01% |
| 22 |
Fidelity Series Investment Grade Securitized Fund |
— |
564 |
$5.13K |
0.01% |
| 23 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
380 |
$3.22K |
0.01% |
| 24 |
Fidelity Series International Credit Fund |
— |
5 |
$43 |
0.00% |
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