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.
26.8
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 275,904 | $4.35M | 31.80% |
| 2 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 319,925 | $3.11M | 22.70% |
| 3 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 182,185 | $2.51M | 18.35% |
| 4 | Fidelity Series Sustainable Emerging Markets Fund | — | 79,267 | $1.18M | 8.64% |
| 5 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 142,250 | $1.08M | 7.88% |
| 6 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 133,666 | $712.44K | 5.21% |
| 7 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 73,104 | $619.19K | 4.52% |
| 8 | Fidelity Series Treasury Bill Index Fund | — | 6,673 | $66.40K | 0.49% |
| 9 | FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 4,926 | $48.97K | 0.36% |
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