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Fund comparison · from official SEC filings

FIRWX vs FSRMX: how much do they overlap?

Fidelity Simplicity RMD 2020 Fund and Fidelity Simplicity RMD 2030 Fund
Holdings overlap
84%
of assets, by weight
Shared positions
30
of 33 / 30 holdings
FIRWX expense ratio
0.55%
net, per year
FSRMX expense ratio
0.64%
net, per year
FIRWX and FSRMX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIRWX
FSRMX
F
FSIGXFIDELITY SER INV GRD BND
26.94%
17.65%
F
FEMSXFIDELITY SER EMRG MRKT OPP
6.99%
8.32%
F
FSTDXFIDELITY SER 5+Y INFL-PR
8.23%
5.23%
F
FTLTXFIDELITY SER L/T TR BND INDX
4.95%
6.78%
F
FCGSXFIDELITY SER GROWTH COMP
4.74%
6.40%
F
FGLGXFIDELITY SER LRG CAP STK
4.64%
6.24%
F
FINVXFIDELITY SER INTL VAL
4.17%
5.34%
F
FIGSXFIDELITY SER INTL GRWTH
4.17%
5.33%
F
FSOSXFIDELITY SERIES OVERSEAS
4.11%
5.25%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
4.30%
0.69%
F
FBLEXFIDELITY SER STOCK SEL L/C
3.11%
4.18%
F
FSTQXFIDELITY SER INTL DEV MRK
4.05%
3.97%
F
FNKLXFIDELITY SER VAL DISCOV
2.84%
3.82%
F
FVWSXFIDELITY SER OPP INSIGHT
2.81%
3.78%
F
FSBDXFIDELITY SER BLUE CHIP GR
2.61%
3.52%
F
FHKFXFIDELITY SER EMRG MRKT
1.76%
2.09%
F
FCNSXFIDELITY SERIES CANADA
1.59%
2.04%
F
FIOOXFIDELITY SER L/C VAL INDX
1.38%
1.86%
F
FSTSXFIDELITY SER INTL SM CAP
1.46%
1.45%
F
FSOPXFIDELITY SER SM CAP OPP
1.06%
1.37%
F
FSAEXFIDELITY SER ALL SCTR EQ
0.91%
1.23%
F
FDMLXFIDELITY SER INTRIN OPP
0.77%
1.03%
F
FJACXFIDELITY SER SM CAP DISCOV
0.42%
0.56%
F
FSHNXFIDELITY SER HIGH INCOME
0.55%
0.55%
F
FEDCXFIDELITY SER EMG MKT DBT
0.53%
0.53%
Only in FIRWX
F
FGNXXFIDELITY SER GOVT MMKT
0.19%
F
FCDSXFIDELITY SER INTL CRDT
0.02%
F
FYBTXFIDELITY SER SH TRM CRDT
0.01%
Only in FSRMX
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.