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.
18.1
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 358,011 | $5.65M | 54.05% |
| 2 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 212,397 | $2.93M | 28.02% |
| 3 | Fidelity Series Sustainable Emerging Markets Fund | — | 92,368 | $1.38M | 13.19% |
| 4 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 83,844 | $446.89K | 4.28% |
| 5 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 6,778 | $51.38K | 0.49% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.