Fund comparison · from official SEC filings

FMRAX vs FMRJX: how much do they overlap?

Name: FMRAX vs FMRJX holdings overlap
Creator: Unwrap.Fund

Fidelity Managed Retirement 2030 Fund and Fidelity Managed Retirement 2035 Fund

Fund A

Fund B

Holdings overlap

94%

of assets, by weight

Shared positions

of 34 / 33 holdings

FMRAX expense ratio

0.48%

net, per year

FMRJX expense ratio

0.28%

net, per year

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

Shared holdings

Company

FMRAX

FMRJX

FHNFXFIDELITY SER GOVT BND INDX

10.25%

9.12%

FSIGXFIDELITY SER INV GRD BND

9.42%

8.37%

FSTDXFIDELITY SER 5+Y INFL-PR

7.48%

7.95%

FIOOXFIDELITY SER L/C VAL INDX

6.88%

7.56%

FSBDXFIDELITY SER BLUE CHIP GR

6.35%

7.23%

FEMSXFIDELITY SER EMRG MRKT OPP

6.27%

6.82%

FHMFXFIDELITY SER CORP BND

6.07%

5.39%

FHPFXFIDELITY SER INVST GRD SEC

5.67%

5.03%

FSTQXFIDELITY SER INTL DEV MRK

4.58%

4.38%

FGLGXFIDELITY SER LRG CAP STK

3.98%

4.43%

FHOFXFIDELITY SER L/C GRW INDX

3.88%

4.36%

FIGSXFIDELITY SER INTL GRWTH

3.69%

4.01%

FSOSXFIDELITY SERIES OVERSEAS

3.64%

3.95%

FINVXFIDELITY SER INTL VAL

3.57%

3.84%

FTLTXFIDELITY SER L/T TR BND INDX

2.90%

3.46%

FNKLXFIDELITY SER VAL DISCOV

2.43%

2.65%

FCNSXFIDELITY SERIES CANADA

2.49%

2.62%

FSTZXFIDELITY SER 0-5Y INFL-PR

2.52%

0.53%

FHKFXFIDELITY SER EMRG MRKT

1.57%

1.72%

FHLFXFIDELITY SER INTL INDX

1.39%

1.50%

FSSLXFIDELITY SER SM CAP CORE

1.12%

1.19%

FSTSXFIDELITY SER INTL SM CAP

0.97%

0.94%

FSOPXFIDELITY SER SM CAP OPP

0.69%

0.78%

FCSSXFIDELITY SER COMMOD STRAT

0.71%

0.68%

FEDCXFIDELITY SER EMG MKT DBT

0.53%

0.52%

Only in FMRAX

FCDSXFIDELITY SER INTL CRDT

0.01%

Only in FMRJX

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.