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.
12
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.
68.6
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
242,066 |
$4.50M |
14.86% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
176,593 |
$3.78M |
12.47% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
123,659 |
$3.21M |
10.61% |
| 4 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
96,334 |
$2.53M |
8.35% |
| 5 |
Fidelity Series Large Cap Growth Index Fund |
— |
89,662 |
$2.41M |
7.96% |
| 6 |
Fidelity Series International Value Fund |
— |
136,448 |
$2.16M |
7.12% |
| 7 |
Fidelity Series Overseas Fund |
— |
146,879 |
$2.14M |
7.05% |
| 8 |
Fidelity Series International Growth Fund |
— |
112,861 |
$2.11M |
6.98% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
97,153 |
$1.63M |
5.39% |
| 10 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
252,560 |
$1.35M |
4.44% |
| 11 |
Fidelity Series Canada Fund |
— |
58,776 |
$1.20M |
3.95% |
| 12 |
Fidelity Series International Index Fund |
— |
54,451 |
$830.93K |
2.74% |
| 13 |
Fidelity Series Emerging Markets Fund |
— |
62,173 |
$784.00K |
2.59% |
| 14 |
Fidelity Series Small Cap Core Fund |
— |
52,073 |
$722.77K |
2.39% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
25,714 |
$436.63K |
1.44% |
| 16 |
Fidelity Series International Small Cap Fund |
— |
16,502 |
$288.46K |
0.95% |
| 17 |
Fidelity Series Commodity Strategy Fund |
— |
1,486 |
$166.64K |
0.55% |
| 18 |
Fidelity Series Select International Small Cap Fund |
— |
1,699 |
$24.12K |
0.08% |
| 19 |
Fidelity Series Government Bond Index Fund |
— |
609 |
$5.57K |
0.02% |
| 20 |
Fidelity Series Investment Grade Bond Fund |
— |
507 |
$5.13K |
0.02% |
| 21 |
Fidelity Series Corporate Bond Fund |
— |
351 |
$3.28K |
0.01% |
| 22 |
Fidelity Series Investment Grade Securitized Fund |
— |
343 |
$3.11K |
0.01% |
| 23 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
172 |
$1.46K |
0.00% |
| 24 |
Fidelity Series International Credit Fund |
— |
5 |
$43 |
0.00% |
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