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.
5
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.
28.0
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 58,994 | $572.83K | 35.81% |
| 2 | Fidelity Series Sustainable U.S. Market Fund | — | 18,526 | $292.16K | 18.27% |
| 3 | FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 21,221 | $210.94K | 13.19% |
| 4 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 14,009 | $193.04K | 12.07% |
| 5 | Fidelity Series Sustainable Emerging Markets Fund | — | 6,392 | $95.37K | 5.96% |
| 6 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 10,994 | $83.33K | 5.21% |
| 7 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 9,582 | $81.16K | 5.07% |
| 8 | Fidelity Series Treasury Bill Index Fund | — | 3,941 | $39.21K | 2.45% |
| 9 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 5,603 | $29.87K | 1.87% |
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