Fund comparison · from official SEC filings

FATKX vs FIRUX: how much do they overlap?

Fidelity Freedom 2020 Fund and Fidelity Simplicity RMD 2015 Fund
Holdings overlap
88%
of assets, by weight
Shared positions
33
of 45 / 33 holdings
FATKX expense ratio
0.28%
net, per year
FIRUX expense ratio
0.51%
net, per year
FATKX and FIRUX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FATKX
FIRUX
F
FSIGXFIDELITY SER INV GRD BND
28.09%
35.01%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
6.35%
10.02%
F
FSTDXFIDELITY SER 5+Y INFL-PR
6.69%
5.62%
F
FEMSXFIDELITY SER EMRG MRKT OPP
5.57%
6.14%
F
FSTQXFIDELITY SER INTL DEV MRK
4.71%
4.04%
F
FCGSXFIDELITY SER GROWTH COMP
4.63%
3.68%
F
FGLGXFIDELITY SER LRG CAP STK
4.61%
3.60%
F
FINVXFIDELITY SER INTL VAL
3.75%
3.41%
F
FSOSXFIDELITY SERIES OVERSEAS
3.69%
3.36%
F
FIGSXFIDELITY SER INTL GRWTH
3.63%
3.41%
F
FBLEXFIDELITY SER STOCK SEL L/C
3.09%
2.42%
F
FTLTXFIDELITY SER L/T TR BND INDX
2.58%
3.01%
F
FNKLXFIDELITY SER VAL DISCOV
2.82%
2.21%
F
FVWSXFIDELITY SER OPP INSIGHT
2.73%
2.19%
F
FSBDXFIDELITY SER BLUE CHIP GR
2.57%
2.03%
F
FCNSXFIDELITY SERIES CANADA
2.36%
1.30%
F
FGNXXFIDELITY SER GOVT MMKT
1.98%
0.21%
F
FHKFXFIDELITY SER EMRG MRKT
1.33%
1.54%
F
FSTSXFIDELITY SER INTL SM CAP
0.96%
1.45%
F
FIOOXFIDELITY SER L/C VAL INDX
1.39%
1.08%
F
FCSSXFIDELITY SER COMMOD STRAT
1.37%
0.23%
F
FSAEXFIDELITY SER ALL SCTR EQ
0.94%
0.71%
F
FSOPXFIDELITY SER SM CAP OPP
0.86%
0.82%
F
FDMLXFIDELITY SER INTRIN OPP
0.59%
0.60%
F
FSHNXFIDELITY SER HIGH INCOME
0.52%
0.55%
Only in FATKX
?
Fidelity Revere Street Trust
0.26%
B
B 0 04.23.26TREASURY BILL
0.13%
B
B 0 04.30.26TREASURY BILL
0.09%
F
FSSJXFIDELITY SER SEL INTL SM CAP
0.08%
?
CHICAGO MERCANTILE EXCH INC
0.04%
B
B 0 04.02.26TREASURY BILL
0.01%
B
B 0 05.07.26TREASURY BILL
0.01%
B
B 0 06.18.26TREASURY BILL
0.01%
?
ICE FUTURES US
0.00%
B
B 0 05.14.26TREASURY BILL
0.00%
B
B 0 06.25.26TREASURY BILL
0.00%
?
Chicago Board of Trade
-0.09%
Only in FIRUX
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.