Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
7
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.
20.1
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 474,967 | $7.49M | 52.35% |
| 2 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 282,605 | $3.89M | 27.22% |
| 3 | Fidelity Series Sustainable Emerging Markets Fund | — | 122,827 | $1.83M | 12.81% |
| 4 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 160,630 | $856.16K | 5.98% |
| 5 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 17,947 | $136.04K | 0.95% |
| 6 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 7,162 | $69.54K | 0.49% |
| 7 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 3,736 | $31.64K | 0.22% |
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