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Fund comparison · from official SEC filings

FARFX vs FARVX: how much do they overlap?

Fidelity Managed Retirement 2025 Fund and Fidelity Managed Retirement 2020 Fund
Holdings overlap
91%
of assets, by weight
Shared positions
34
of 34 / 34 holdings
FARFX expense ratio
0.72%
net, per year
FARVX expense ratio
0.72%
net, per year
FARFX and FARVX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FARFX
FARVX
F
FSTZXFIDELITY SER 0-5Y INFL-PR
7.17%
12.34%
F
FHNFXFIDELITY SER GOVT BND INDX
11.08%
11.95%
F
FSIGXFIDELITY SER INV GRD BND
10.20%
10.99%
F
FHMFXFIDELITY SER CORP BND
6.58%
7.10%
F
FHPFXFIDELITY SER INVST GRD SEC
6.15%
6.63%
F
FIOOXFIDELITY SER L/C VAL INDX
5.91%
4.80%
F
FEMSXFIDELITY SER EMRG MRKT OPP
5.70%
5.01%
F
FSTDXFIDELITY SER 5+Y INFL-PR
5.65%
3.42%
F
FSBDXFIDELITY SER BLUE CHIP GR
5.47%
4.45%
F
FSTQXFIDELITY SER INTL DEV MRK
4.69%
4.80%
F
FGLGXFIDELITY SER LRG CAP STK
3.42%
2.78%
F
FHOFXFIDELITY SER L/C GRW INDX
3.34%
2.71%
F
FIGSXFIDELITY SER INTL GRWTH
3.28%
2.82%
F
FSOSXFIDELITY SERIES OVERSEAS
3.24%
2.78%
F
FINVXFIDELITY SER INTL VAL
3.17%
2.72%
F
FTLTXFIDELITY SER L/T TR BND INDX
2.85%
2.85%
F
FCNSXFIDELITY SERIES CANADA
2.32%
2.12%
F
FNKLXFIDELITY SER VAL DISCOV
2.09%
1.69%
F
FHKFXFIDELITY SER EMRG MRKT
1.43%
1.26%
F
FHLFXFIDELITY SER INTL INDX
1.24%
1.06%
F
FHQFXFIDELITY SER T-BILL INDX
0.47%
1.10%
F
FSTSXFIDELITY SER INTL SM CAP
0.99%
1.00%
F
FSSLXFIDELITY SER SM CAP CORE
0.96%
0.72%
F
FCSSXFIDELITY SER COMMOD STRAT
0.71%
0.72%
F
FSOPXFIDELITY SER SM CAP OPP
0.60%
0.49%
Only in FARFX
Nothing exclusive.
Only in FARVX
Nothing exclusive.
Hold FARFX and FARVX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.