Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
5
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.
18.3
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 431,835 | $6.81M | 53.96% |
| 2 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 256,129 | $3.53M | 27.96% |
| 3 | Fidelity Series Sustainable Emerging Markets Fund | — | 111,412 | $1.66M | 13.17% |
| 4 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 104,482 | $556.89K | 4.41% |
| 5 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 8,709 | $66.01K | 0.52% |
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