Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
8
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.
24.1
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 281,208 | $4.43M | 36.75% |
| 2 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 179,931 | $2.48M | 20.55% |
| 3 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 232,609 | $2.26M | 18.72% |
| 4 | Fidelity Series Sustainable Emerging Markets Fund | — | 78,030 | $1.16M | 9.65% |
| 5 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 127,443 | $679.27K | 5.63% |
| 6 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 61,638 | $522.07K | 4.33% |
| 7 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 61,324 | $464.83K | 3.85% |
| 8 | Fidelity Series Treasury Bill Index Fund | — | 5,905 | $58.75K | 0.49% |
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