Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
5
Top-10 weight
100.00%
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.
2
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.
19.8
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Total Market Index Fund | — | 10,831,627 | $230.82M | 56.19% |
| 2 | Fidelity Series Global ex U.S. Index Fund | — | 7,951,296 | $148.05M | 36.04% |
| 3 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 3,945,849 | $21.03M | 5.12% |
| 4 | FIDELITY SERIES BOND INDEX FUND | — | 953,472 | $8.64M | 2.10% |
| 5 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 258,548 | $2.19M | 0.53% |
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