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.
3
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.
22.1
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 498,224 | $7.86M | 46.07% |
| 2 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 305,310 | $4.21M | 24.67% |
| 3 | Fidelity Series Sustainable Emerging Markets Fund | — | 131,732 | $1.97M | 11.52% |
| 4 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 126,154 | $1.22M | 7.18% |
| 5 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 197,063 | $1.05M | 6.16% |
| 6 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 49,586 | $419.99K | 2.46% |
| 7 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 32,764 | $248.35K | 1.46% |
| 8 | Fidelity Series Treasury Bill Index Fund | — | 8,052 | $80.12K | 0.47% |
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