Fund comparison · from official SEC filings

FIRUX vs FIRWX: how much do they overlap?

Fidelity Simplicity RMD 2015 Fund and Fidelity Simplicity RMD 2020 Fund
Holdings overlap
86%
of assets, by weight
Shared positions
33
of 33 / 33 holdings
FIRUX expense ratio
0.51%
net, per year
FIRWX expense ratio
0.55%
net, per year
FIRUX and FIRWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIRUX
FIRWX
F
FSIGXFIDELITY SER INV GRD BND
35.01%
26.94%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
10.02%
4.30%
F
FSTDXFIDELITY SER 5+Y INFL-PR
5.62%
8.23%
F
FEMSXFIDELITY SER EMRG MRKT OPP
6.14%
6.99%
F
FTLTXFIDELITY SER L/T TR BND INDX
3.01%
4.95%
F
FCGSXFIDELITY SER GROWTH COMP
3.68%
4.74%
F
FGLGXFIDELITY SER LRG CAP STK
3.60%
4.64%
F
FINVXFIDELITY SER INTL VAL
3.41%
4.17%
F
FIGSXFIDELITY SER INTL GRWTH
3.41%
4.17%
F
FSOSXFIDELITY SERIES OVERSEAS
3.36%
4.11%
F
FSTQXFIDELITY SER INTL DEV MRK
4.04%
4.05%
F
FBLEXFIDELITY SER STOCK SEL L/C
2.42%
3.11%
F
FNKLXFIDELITY SER VAL DISCOV
2.21%
2.84%
F
FVWSXFIDELITY SER OPP INSIGHT
2.19%
2.81%
F
FSBDXFIDELITY SER BLUE CHIP GR
2.03%
2.61%
F
FHKFXFIDELITY SER EMRG MRKT
1.54%
1.76%
F
FCNSXFIDELITY SERIES CANADA
1.30%
1.59%
F
FSTSXFIDELITY SER INTL SM CAP
1.45%
1.46%
F
FIOOXFIDELITY SER L/C VAL INDX
1.08%
1.38%
F
FSOPXFIDELITY SER SM CAP OPP
0.82%
1.06%
F
FSAEXFIDELITY SER ALL SCTR EQ
0.71%
0.91%
F
FDMLXFIDELITY SER INTRIN OPP
0.60%
0.77%
F
FSHNXFIDELITY SER HIGH INCOME
0.55%
0.55%
F
FEDCXFIDELITY SER EMG MKT DBT
0.53%
0.53%
F
FJACXFIDELITY SER SM CAP DISCOV
0.33%
0.42%
Only in FIRUX
Nothing exclusive.
Only in FIRWX
Nothing exclusive.
Hold FIRUX and FIRWX 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.
FIRUX vs FIRWX: 86% holdings overlap — Unwrap.Fund