Portfolio concentration
As of October 31, 2024 ·
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.
14
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.
65.8
Holdings
As of October 31, 2024 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Investment Grade Bond Fund |
— |
10,690 |
$107.01K |
17.64% |
| 2 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
2,602 |
$50.42K |
8.31% |
| 3 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
7,403 |
$41.09K |
6.77% |
| 4 |
FIDELITY SERIES GROWTH COMPANY FUND |
— |
1,543 |
$38.81K |
6.40% |
| 5 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
1,642 |
$37.85K |
6.24% |
| 6 |
Fidelity Series International Value Fund |
— |
2,514 |
$32.38K |
5.34% |
| 7 |
Fidelity Series International Growth Fund |
— |
1,754 |
$32.34K |
5.33% |
| 8 |
Fidelity Series Overseas Fund |
— |
2,264 |
$31.83K |
5.25% |
| 9 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
4,133 |
$31.70K |
5.23% |
| 10 |
Fidelity Series Stock Selector Large Cap Value Fund |
— |
1,681 |
$25.33K |
4.18% |
| 11 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
2,748 |
$24.07K |
3.97% |
| 12 |
Fidelity Series Value Discovery Fund |
— |
1,408 |
$23.15K |
3.82% |
| 13 |
Fidelity Series Opportunistic Insights Fund |
— |
925 |
$22.94K |
3.78% |
| 14 |
Fidelity Series Blue Chip Growth Fund |
— |
1,165 |
$21.37K |
3.52% |
| 15 |
Fidelity Series Emerging Markets Fund |
— |
1,352 |
$12.69K |
2.09% |
| 16 |
Fidelity Series Canada Fund |
— |
763 |
$12.36K |
2.04% |
| 17 |
Fidelity Series Large Cap Value Index Fund |
— |
664 |
$11.26K |
1.86% |
| 18 |
Fidelity Series International Small Cap Fund |
— |
493 |
$8.79K |
1.45% |
| 19 |
Fidelity Series Small Cap Opportunities Fund |
— |
557 |
$8.29K |
1.37% |
| 20 |
FIDELITY SERIES ALL-SECTOR EQUITY FUND |
— |
580 |
$7.45K |
1.23% |
| 21 |
Fidelity Series Intrinsic Opportunities Fund |
— |
565 |
$6.25K |
1.03% |
| 22 |
FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
426 |
$4.16K |
0.69% |
| 23 |
Fidelity Series Small Cap Discovery Fund |
— |
302 |
$3.41K |
0.56% |
| 24 |
Fidelity Series High Income Fund |
— |
388 |
$3.36K |
0.55% |
| 25 |
Fidelity Series Emerging Markets Debt Fund |
— |
400 |
$3.19K |
0.53% |
| 26 |
Fidelity Series Commodity Strategy Fund |
— |
16 |
$1.41K |
0.23% |
| 27 |
Fidelity Series Small Cap Core Fund |
— |
100 |
$1.22K |
0.20% |
| 28 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
106 |
$971 |
0.16% |
| 29 |
Fidelity Series Floating Rate High Income Fund |
— |
71 |
$635 |
0.10% |
| 30 |
Fidelity Series Real Estate Income Fund |
— |
62 |
$620 |
0.10% |
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