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Fund comparison · from official SEC filings

FIRRX vs FIRUX: how much do they overlap?

Fidelity Simplicity RMD 2010 Fund and Fidelity Simplicity RMD 2015 Fund
Holdings overlap
88%
of assets, by weight
Shared positions
33
of 33 / 33 holdings
FIRRX expense ratio
0.47%
net, per year
FIRUX expense ratio
0.51%
net, per year
FIRRX and FIRUX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIRRX
FIRUX
F
FSIGXFIDELITY SER INV GRD BND
38.46%
35.01%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
15.71%
10.02%
F
FEMSXFIDELITY SER EMRG MRKT OPP
5.28%
6.14%
F
FSTDXFIDELITY SER 5+Y INFL-PR
3.03%
5.62%
F
FSTQXFIDELITY SER INTL DEV MRK
4.02%
4.04%
F
FCGSXFIDELITY SER GROWTH COMP
2.63%
3.68%
F
FGLGXFIDELITY SER LRG CAP STK
2.57%
3.60%
F
FINVXFIDELITY SER INTL VAL
2.67%
3.41%
F
FIGSXFIDELITY SER INTL GRWTH
2.66%
3.41%
F
FSOSXFIDELITY SERIES OVERSEAS
2.63%
3.36%
F
FTLTXFIDELITY SER L/T TR BND INDX
2.77%
3.01%
F
FGNXXFIDELITY SER GOVT MMKT
2.59%
0.21%
F
FBLEXFIDELITY SER STOCK SEL L/C
1.73%
2.42%
F
FNKLXFIDELITY SER VAL DISCOV
1.58%
2.21%
F
FVWSXFIDELITY SER OPP INSIGHT
1.56%
2.19%
F
FSBDXFIDELITY SER BLUE CHIP GR
1.45%
2.03%
F
FHKFXFIDELITY SER EMRG MRKT
1.33%
1.54%
F
FSTSXFIDELITY SER INTL SM CAP
1.44%
1.45%
F
FCNSXFIDELITY SERIES CANADA
1.01%
1.30%
F
FIOOXFIDELITY SER L/C VAL INDX
0.77%
1.08%
F
FSOPXFIDELITY SER SM CAP OPP
0.59%
0.82%
F
FSAEXFIDELITY SER ALL SCTR EQ
0.51%
0.71%
F
FDMLXFIDELITY SER INTRIN OPP
0.43%
0.60%
F
FYBTXFIDELITY SER SH TRM CRDT
0.59%
0.03%
F
FSHNXFIDELITY SER HIGH INCOME
0.55%
0.55%
Only in FIRRX
Nothing exclusive.
Only in FIRUX
Nothing exclusive.
Hold FIRRX and FIRUX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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89% overlap
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88% overlap
FIRRX vs FFFAXFidelity Freedom Retirement Fund
87% overlap
FIRRX vs FFOYXFidelity Freedom 2015 Fund
87% overlap
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.