Fund comparison · from official SEC filings

FARVX vs FULSX: how much do they overlap?

Fidelity Managed Retirement 2020 Fund and Fidelity Flex Freedom Blend 2020 Fund
Holdings overlap
87%
of assets, by weight
Shared positions
33
of 34 / 33 holdings
FARVX expense ratio
0.72%
net, per year
FULSX expense ratio
0.00%
net, per year
FARVX and FULSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FARVX
FULSX
F
FSTZXFIDELITY SER 0-5Y INFL-PR
12.34%
3.60%
F
FHNFXFIDELITY SER GOVT BND INDX
11.95%
11.11%
F
FSIGXFIDELITY SER INV GRD BND
10.99%
10.27%
F
FSTDXFIDELITY SER 5+Y INFL-PR
3.42%
7.80%
F
FHMFXFIDELITY SER CORP BND
7.10%
6.65%
F
FHPFXFIDELITY SER INVST GRD SEC
6.63%
6.24%
F
FIOOXFIDELITY SER L/C VAL INDX
4.80%
6.37%
F
FEMSXFIDELITY SER EMRG MRKT OPP
5.01%
5.71%
F
FSBDXFIDELITY SER BLUE CHIP GR
4.45%
5.24%
F
FSTQXFIDELITY SER INTL DEV MRK
4.80%
4.92%
F
FGLGXFIDELITY SER LRG CAP STK
2.78%
3.49%
F
FINVXFIDELITY SER INTL VAL
2.72%
3.44%
F
FSOSXFIDELITY SERIES OVERSEAS
2.78%
3.38%
F
FHOFXFIDELITY SER L/C GRW INDX
2.71%
3.34%
F
FIGSXFIDELITY SER INTL GRWTH
2.82%
3.33%
F
FTLTXFIDELITY SER L/T TR BND INDX
2.85%
2.12%
F
FCNSXFIDELITY SERIES CANADA
2.12%
2.36%
F
FNKLXFIDELITY SER VAL DISCOV
1.69%
2.29%
F
FCSSXFIDELITY SER COMMOD STRAT
0.72%
1.48%
F
FHKFXFIDELITY SER EMRG MRKT
1.26%
1.37%
F
FHLFXFIDELITY SER INTL INDX
1.06%
1.33%
F
FHQFXFIDELITY SER T-BILL INDX
1.10%
0.36%
F
FSSLXFIDELITY SER SM CAP CORE
0.72%
1.01%
F
FSTSXFIDELITY SER INTL SM CAP
1.00%
0.96%
F
FSOPXFIDELITY SER SM CAP OPP
0.49%
0.62%
Only in FARVX
F
FYBTXFIDELITY SER SH TRM CRDT
0.11%
Only in FULSX
Nothing exclusive.
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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.
FARVX vs FULSX: 87% holdings overlap — Unwrap.Fund