Fund comparison · from official SEC filings

FIRWX vs FMRHX: how much do they overlap?

Name: FIRWX vs FMRHX holdings overlap
Creator: Unwrap.Fund

Fidelity Simplicity RMD 2020 Fund and Fidelity Simplicity RMD 2025 Fund

Fund A

Fund B

Holdings overlap

90%

of assets, by weight

Shared positions

of 33 / 31 holdings

FIRWX expense ratio

0.55%

net, per year

FMRHX expense ratio

0.60%

net, per year

FIRWX and FMRHX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

FIRWX

FMRHX

FSIGXFIDELITY SER INV GRD BND

26.94%

20.46%

FSTDXFIDELITY SER 5+Y INFL-PR

8.23%

9.40%

FEMSXFIDELITY SER EMRG MRKT OPP

6.99%

7.71%

FTLTXFIDELITY SER L/T TR BND INDX

4.95%

6.37%

FCGSXFIDELITY SER GROWTH COMP

4.74%

5.62%

FGLGXFIDELITY SER LRG CAP STK

4.64%

5.50%

FINVXFIDELITY SER INTL VAL

4.17%

4.80%

FIGSXFIDELITY SER INTL GRWTH

4.17%

4.79%

FSOSXFIDELITY SERIES OVERSEAS

4.11%

4.73%

FSTZXFIDELITY SER 0-5Y INFL-PR

4.30%

0.68%

FSTQXFIDELITY SER INTL DEV MRK

4.05%

3.98%

FBLEXFIDELITY SER STOCK SEL L/C

3.11%

3.69%

FNKLXFIDELITY SER VAL DISCOV

2.84%

3.37%

FVWSXFIDELITY SER OPP INSIGHT

2.81%

3.34%

FSBDXFIDELITY SER BLUE CHIP GR

2.61%

3.10%

FHKFXFIDELITY SER EMRG MRKT

1.76%

1.94%

FCNSXFIDELITY SERIES CANADA

1.59%

1.83%

FIOOXFIDELITY SER L/C VAL INDX

1.38%

1.64%

FSTSXFIDELITY SER INTL SM CAP

1.46%

FSOPXFIDELITY SER SM CAP OPP

1.06%

1.25%

FSAEXFIDELITY SER ALL SCTR EQ

0.91%

1.08%

FDMLXFIDELITY SER INTRIN OPP

0.77%

0.91%

FSHNXFIDELITY SER HIGH INCOME

0.55%

FEDCXFIDELITY SER EMG MKT DBT

0.53%

FJACXFIDELITY SER SM CAP DISCOV

0.42%

0.50%

Only in FIRWX

FGNXXFIDELITY SER GOVT MMKT

0.19%

FYBTXFIDELITY SER SH TRM CRDT

0.01%

Only in FMRHX

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.