Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
9
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.
4
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.
29.4
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 55,397 | $537.90K | 38.20% |
| 2 | FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 31,891 | $316.99K | 22.51% |
| 3 | Fidelity Series Sustainable U.S. Market Fund | — | 10,778 | $169.97K | 12.07% |
| 4 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 9,527 | $131.29K | 9.32% |
| 5 | Fidelity Series Treasury Bill Index Fund | — | 7,791 | $77.52K | 5.51% |
| 6 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 8,349 | $70.72K | 5.02% |
| 7 | Fidelity Series Sustainable Emerging Markets Fund | — | 4,459 | $66.53K | 4.73% |
| 8 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 3,663 | $19.52K | 1.39% |
| 9 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 2,106 | $15.97K | 1.13% |
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