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.
69.1
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
Fidelity Series Large Cap Value Index Fund |
— |
485,500 |
$9.03M |
14.57% |
| 2 |
Fidelity Series Blue Chip Growth Fund |
— |
355,864 |
$7.61M |
12.28% |
| 3 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
249,220 |
$6.48M |
10.45% |
| 4 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
194,073 |
$5.10M |
8.22% |
| 5 |
Fidelity Series Large Cap Growth Index Fund |
— |
180,781 |
$4.86M |
7.85% |
| 6 |
Fidelity Series International Value Fund |
— |
274,374 |
$4.34M |
7.00% |
| 7 |
Fidelity Series Overseas Fund |
— |
295,320 |
$4.29M |
6.93% |
| 8 |
Fidelity Series International Growth Fund |
— |
226,911 |
$4.25M |
6.86% |
| 9 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
688,793 |
$3.67M |
5.92% |
| 10 |
Fidelity Series Value Discovery Fund |
— |
193,807 |
$3.26M |
5.26% |
| 11 |
Fidelity Series Canada Fund |
— |
118,971 |
$2.42M |
3.91% |
| 12 |
Fidelity Series International Index Fund |
— |
109,402 |
$1.67M |
2.69% |
| 13 |
Fidelity Series Emerging Markets Fund |
— |
125,923 |
$1.59M |
2.56% |
| 14 |
Fidelity Series Small Cap Core Fund |
— |
105,031 |
$1.46M |
2.35% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
52,190 |
$886.19K |
1.43% |
| 16 |
Fidelity Series International Small Cap Fund |
— |
33,656 |
$588.30K |
0.95% |
| 17 |
Fidelity Series Commodity Strategy Fund |
— |
3,039 |
$340.83K |
0.55% |
| 18 |
Fidelity Series Select International Small Cap Fund |
— |
3,463 |
$49.17K |
0.08% |
| 19 |
Fidelity Series Government Bond Index Fund |
— |
1,731 |
$15.82K |
0.03% |
| 20 |
Fidelity Series Investment Grade Bond Fund |
— |
1,441 |
$14.57K |
0.02% |
| 21 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
1,386 |
$11.74K |
0.02% |
| 22 |
Fidelity Series Corporate Bond Fund |
— |
996 |
$9.31K |
0.02% |
| 23 |
Fidelity Series Investment Grade Securitized Fund |
— |
973 |
$8.85K |
0.01% |
| 24 |
Fidelity Series International Credit Fund |
— |
7 |
$58 |
0.00% |
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