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.
69.0
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
376,059 |
$6.99M |
14.91% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
273,304 |
$5.85M |
12.46% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
188,590 |
$4.90M |
10.45% |
| 4 |
Fidelity Series Large Cap Growth Index Fund |
— |
138,763 |
$3.73M |
7.96% |
| 5 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
137,856 |
$3.62M |
7.72% |
| 6 |
Fidelity Series International Value Fund |
— |
211,353 |
$3.34M |
7.12% |
| 7 |
Fidelity Series Overseas Fund |
— |
227,490 |
$3.31M |
7.05% |
| 8 |
Fidelity Series International Growth Fund |
— |
174,776 |
$3.27M |
6.98% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
152,469 |
$2.56M |
5.47% |
| 10 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
432,440 |
$2.30M |
4.91% |
| 11 |
Fidelity Series Canada Fund |
— |
91,113 |
$1.86M |
3.96% |
| 12 |
Fidelity Series International Index Fund |
— |
84,230 |
$1.29M |
2.74% |
| 13 |
Fidelity Series Small Cap Core Fund |
— |
90,454 |
$1.26M |
2.68% |
| 14 |
Fidelity Series Emerging Markets Fund |
— |
94,995 |
$1.20M |
2.55% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
37,380 |
$634.71K |
1.35% |
| 16 |
Fidelity Series International Small Cap Fund |
— |
25,391 |
$443.84K |
0.95% |
| 17 |
Fidelity Series Commodity Strategy Fund |
— |
2,165 |
$242.88K |
0.52% |
| 18 |
Fidelity Series Select International Small Cap Fund |
— |
2,641 |
$37.51K |
0.08% |
| 19 |
U.S. Treasury Bills |
B |
30,000 |
$29.98K |
0.06% |
| 20 |
Fidelity Cash Central Fund |
— |
19,463 |
$19.47K |
0.04% |
| 21 |
Fidelity Series Government Bond Index Fund |
— |
899 |
$8.22K |
0.02% |
| 22 |
Fidelity Series Investment Grade Bond Fund |
— |
749 |
$7.57K |
0.02% |
| 23 |
Fidelity Series Corporate Bond Fund |
— |
517 |
$4.83K |
0.01% |
| 24 |
Fidelity Series Investment Grade Securitized Fund |
— |
505 |
$4.59K |
0.01% |
| 25 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-26 |
$1.19K |
0.00% |
| 26 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
20 |
-$15.65K |
-0.03% |
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