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Fund comparison · from official SEC filings

FMRHX vs FSRMX: how much do they overlap?

Fidelity Simplicity RMD 2025 Fund and Fidelity Simplicity RMD 2030 Fund
Holdings overlap
93%
of assets, by weight
Shared positions
30
of 31 / 30 holdings
FMRHX expense ratio
0.60%
net, per year
FSRMX expense ratio
0.64%
net, per year
FMRHX and FSRMX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FMRHX
FSRMX
F
FSIGXFIDELITY SER INV GRD BND
20.46%
17.65%
F
FSTDXFIDELITY SER 5+Y INFL-PR
9.40%
5.23%
F
FEMSXFIDELITY SER EMRG MRKT OPP
7.71%
8.32%
F
FTLTXFIDELITY SER L/T TR BND INDX
6.37%
6.78%
F
FCGSXFIDELITY SER GROWTH COMP
5.62%
6.40%
F
FGLGXFIDELITY SER LRG CAP STK
5.50%
6.24%
F
FINVXFIDELITY SER INTL VAL
4.80%
5.34%
F
FIGSXFIDELITY SER INTL GRWTH
4.79%
5.33%
F
FSOSXFIDELITY SERIES OVERSEAS
4.73%
5.25%
F
FBLEXFIDELITY SER STOCK SEL L/C
3.69%
4.18%
F
FSTQXFIDELITY SER INTL DEV MRK
3.98%
3.97%
F
FNKLXFIDELITY SER VAL DISCOV
3.37%
3.82%
F
FVWSXFIDELITY SER OPP INSIGHT
3.34%
3.78%
F
FSBDXFIDELITY SER BLUE CHIP GR
3.10%
3.52%
F
FHKFXFIDELITY SER EMRG MRKT
1.94%
2.09%
F
FCNSXFIDELITY SERIES CANADA
1.83%
2.04%
F
FIOOXFIDELITY SER L/C VAL INDX
1.64%
1.86%
F
FSTSXFIDELITY SER INTL SM CAP
1.46%
1.45%
F
FSOPXFIDELITY SER SM CAP OPP
1.25%
1.37%
F
FSAEXFIDELITY SER ALL SCTR EQ
1.08%
1.23%
F
FDMLXFIDELITY SER INTRIN OPP
0.91%
1.03%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
0.68%
0.69%
F
FJACXFIDELITY SER SM CAP DISCOV
0.50%
0.56%
F
FSHNXFIDELITY SER HIGH INCOME
0.55%
0.55%
F
FEDCXFIDELITY SER EMG MKT DBT
0.53%
0.53%
Only in FMRHX
F
FCDSXFIDELITY SER INTL CRDT
0.03%
Only in FSRMX
Nothing exclusive.
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86% 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.