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.
19
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.
65.9
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
325,840 |
$6.06M |
9.02% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
232,233 |
$4.97M |
7.40% |
| 3 |
FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
640,512 |
$4.86M |
7.23% |
| 4 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
183,192 |
$4.76M |
7.09% |
| 5 |
Fidelity Series Government Bond Index Fund |
— |
485,539 |
$4.44M |
6.61% |
| 6 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
789,511 |
$4.21M |
6.27% |
| 7 |
Fidelity Series Investment Grade Bond Fund |
— |
405,832 |
$4.10M |
6.11% |
| 8 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
126,315 |
$3.32M |
4.94% |
| 9 |
Fidelity Series Large Cap Growth Index Fund |
— |
117,634 |
$3.17M |
4.71% |
| 10 |
Fidelity Series International Value Fund |
— |
193,349 |
$3.05M |
4.55% |
| 11 |
Fidelity Series Overseas Fund |
— |
207,160 |
$3.01M |
4.49% |
| 12 |
Fidelity Series International Growth Fund |
— |
158,746 |
$2.97M |
4.43% |
| 13 |
Fidelity Series Corporate Bond Fund |
— |
284,884 |
$2.66M |
3.96% |
| 14 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
295,758 |
$2.51M |
3.73% |
| 15 |
Fidelity Series Investment Grade Securitized Fund |
— |
274,642 |
$2.50M |
3.72% |
| 16 |
Fidelity Series Value Discovery Fund |
— |
128,585 |
$2.16M |
3.22% |
| 17 |
Fidelity Series Canada Fund |
— |
93,909 |
$1.91M |
2.85% |
| 18 |
Fidelity Series International Index Fund |
— |
76,914 |
$1.17M |
1.75% |
| 19 |
Fidelity Series Emerging Markets Fund |
— |
91,633 |
$1.16M |
1.72% |
| 20 |
Fidelity Series Small Cap Core Fund |
— |
68,013 |
$944.03K |
1.41% |
| 21 |
Fidelity Series International Small Cap Fund |
— |
36,825 |
$643.70K |
0.96% |
| 22 |
Fidelity Series Small Cap Opportunities Fund |
— |
33,771 |
$573.43K |
0.85% |
| 23 |
Fidelity Series Commodity Strategy Fund |
— |
4,702 |
$527.41K |
0.79% |
| 24 |
Fidelity Series Emerging Markets Debt Fund |
— |
44,233 |
$370.23K |
0.55% |
| 25 |
Fidelity Series Treasury Bill Index Fund |
— |
34,189 |
$340.19K |
0.51% |
| 26 |
FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND |
— |
23,795 |
$236.52K |
0.35% |
| 27 |
Fidelity Series Government Money Market Fund |
— |
127,148 |
$127.15K |
0.19% |
| 28 |
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND |
— |
9,962 |
$92.84K |
0.14% |
| 29 |
Fidelity Series High Income Fund |
— |
7,575 |
$66.66K |
0.10% |
| 30 |
Fidelity Series Floating Rate High Income Fund |
— |
7,649 |
$66.24K |
0.10% |
| 31 |
Fidelity Series Real Estate Income Fund |
— |
6,553 |
$65.60K |
0.10% |
| 32 |
Fidelity Series Select International Small Cap Fund |
— |
3,797 |
$53.92K |
0.08% |
| 33 |
Fidelity Series International Credit Fund |
— |
8 |
$71 |
0.00% |
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