Fund comparison · from official SEC filings
FBKFX vs FZROX: how much do they overlap?
Fidelity Balanced K6 Fund and Fidelity ZERO Total Market Index Fund
vs
FBKFX and FZROX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FBKFX
FZROX
N
NVDANVIDIA CORP
5.85%
6.91%
A
AAPLAPPLE INC
3.68%
5.68%
G
GOOGLALPHABET INC-CL A
4.80%
3.19%
M
MSFTMICROSOFT CORP
2.67%
4.32%
A
AMZNAMAZON.COM INC
3.01%
3.69%
A
AVGOBROADCOM INC
1.88%
2.82%
M
METAMETA PLATFORMS INC-CLASS A
1.50%
1.91%
T
TSLATESLA INC
1.15%
1.53%
M
MUMICRON TECHNOLOGY INC
1.35%
0.83%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.19%
1.24%
J
JPMJPMORGAN CHASE & CO
0.24%
1.20%
L
LLYELI LILLY & CO
1.04%
1.06%
M
MAMASTERCARD INC - A
1.05%
0.58%
E
EXMOCEXXON MOBIL CORP
0.79%
0.92%
?
—Fidelity Revere Street Trust
0.87%
0.64%
W
WMTWALMART INC
0.45%
0.82%
A
AMDADVANCED MICRO DEVICES
0.71%
0.82%
J
JNJJOHNSON & JOHNSON
0.43%
0.79%
B
BACBANK OF AMERICA CORP
0.66%
0.51%
C
COSTCOSTCO WHOLESALE CORP
0.40%
0.64%
I
INTCINTEL CORP
0.48%
0.63%
C
CATCATERPILLAR INC
0.43%
0.59%
N
NFLXNETFLIX INC
0.13%
0.56%
D
DDOGDATADOG INC - CLASS A
0.55%
0.06%
W
WFCWELLS FARGO & CO
0.54%
0.36%
Only in FBKFX
?
—Fidelity Central Investment Portfolios II LLC
34.09%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.49%
0
000660SK HYNIX INC
0.48%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
0.37%
?
—ANTHROPIC PBC
0.33%
2
2308DELTA ELECTRONICS INC
0.30%
I
IMOIMPERIAL OIL LTD
0.21%
U
UCBJFUCB SA
0.21%
2
2360CHROMA ATE INC
0.18%
H
HCXLFHISCOX LTD
0.13%
A
ATHOFATHABASCA OIL CORP
0.13%
B
BRK.ABERKSHIRE HATHAWAY INC-CL A
0.12%
S
SHELSHELL PLC-ADR
0.11%
B
BTIBRITISH AMERICAN TOB-SP ADR
0.10%
A
ARGXARGENX SE - ADR
0.09%
R
RHHVFROCHE HOLDING AG
0.08%
T
TEVATEVA PHARMACEUTICAL-SP ADR
0.06%
3
3653JENTECH PRECISION INDUSTRIAL
0.06%
S
SPCXSPACE EXPLORATION TECHN-CL A
0.06%
A
ASMLASML HOLDING NV-NY REG SHS
0.05%
A
AIVAFAVIVA PLC
0.05%
C
CBRSCEREBRAS SYSTEMS INC - A
0.05%
C
CCLCARNIVAL CORP LTD
0.05%
A
ANCTFALIMENTATION COUCHE-TARD INC
0.05%
A
ASMXFASM INTERNATIONAL NV
0.04%
Only in FZROX
G
GOOGALPHABET INC-CL C
2.54%
V
VVISA INC-CLASS A SHARES
0.79%
G
GSGOLDMAN SACHS GROUP INC
0.39%
T
TXNTEXAS INSTRUMENTS INC
0.36%
M
MSMORGAN STANLEY
0.33%
I
IBMINTL BUSINESS MACHINES CORP
0.31%
M
MCDMCDONALD'S CORP
0.30%
A
ADIANALOG DEVICES INC
0.28%
Q
QCOMQUALCOMM INC
0.27%
A
AMGNAMGEN INC
0.27%
T
TJXTJX COMPANIES INC
0.25%
A
AXPAMERICAN EXPRESS CO
0.25%
C
CRMSALESFORCE INC
0.24%
A
ABTABBOTT LABORATORIES
0.22%
P
PFEPFIZER INC
0.22%
W
WELLWELLTOWER INC
0.22%
D
DEDEERE & CO
0.21%
P
PANWPALO ALTO NETWORKS INC
0.21%
?
—HONEYWELL INTERNATIONAL INC
0.19%
S
SPGIS&P GLOBAL INC
0.19%
V
VRTVERTIV HOLDINGS CO-A
0.18%
B
BMYBRISTOL-MYERS SQUIBB CO
0.18%
M
MOALTRIA GROUP INC
0.17%
A
APPAPPLOVIN CORP-CLASS A
0.17%
P
PGRPROGRESSIVE CORP
0.17%
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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.
Informational and educational only — not investment advice.