Fund comparison · from official SEC filings

FIRNX vs FIRRX: how much do they overlap?

Fidelity Simplicity RMD Income Fund and Fidelity Simplicity RMD 2010 Fund
Holdings overlap
89%
of assets, by weight
Shared positions
33
of 33 / 33 holdings
FIRNX expense ratio
0.46%
net, per year
FIRRX expense ratio
0.47%
net, per year
FIRNX and FIRRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIRNX
FIRRX
F
FSIGXFIDELITY SER INV GRD BND
41.65%
38.46%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
21.01%
15.71%
F
FEMSXFIDELITY SER EMRG MRKT OPP
4.52%
5.28%
F
FGNXXFIDELITY SER GOVT MMKT
4.42%
2.59%
F
FSTQXFIDELITY SER INTL DEV MRK
4.00%
4.02%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.60%
3.03%
F
FTLTXFIDELITY SER L/T TR BND INDX
2.55%
2.77%
F
FINVXFIDELITY SER INTL VAL
2.00%
2.67%
F
FIGSXFIDELITY SER INTL GRWTH
1.99%
2.66%
F
FCGSXFIDELITY SER GROWTH COMP
1.69%
2.63%
F
FSOSXFIDELITY SERIES OVERSEAS
1.97%
2.63%
F
FGLGXFIDELITY SER LRG CAP STK
1.66%
2.57%
F
FBLEXFIDELITY SER STOCK SEL L/C
1.11%
1.73%
F
FNKLXFIDELITY SER VAL DISCOV
1.02%
1.58%
F
FVWSXFIDELITY SER OPP INSIGHT
1.01%
1.56%
F
FSBDXFIDELITY SER BLUE CHIP GR
0.93%
1.45%
F
FSTSXFIDELITY SER INTL SM CAP
1.45%
1.44%
F
FHKFXFIDELITY SER EMRG MRKT
1.14%
1.33%
F
FYBTXFIDELITY SER SH TRM CRDT
1.12%
0.59%
F
FCNSXFIDELITY SERIES CANADA
0.76%
1.01%
F
FIOOXFIDELITY SER L/C VAL INDX
0.50%
0.77%
F
FSOPXFIDELITY SER SM CAP OPP
0.38%
0.59%
F
FSHNXFIDELITY SER HIGH INCOME
0.55%
0.55%
F
FEDCXFIDELITY SER EMG MKT DBT
0.53%
0.53%
F
FSAEXFIDELITY SER ALL SCTR EQ
0.33%
0.51%
Only in FIRNX
Nothing exclusive.
Only in FIRRX
Nothing exclusive.
Hold FIRNX and FIRRX 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.