Fund comparison · from official SEC filings

FRCQX vs FSYWX: how much do they overlap?

Fidelity Sustainable Target Date 2070 Fund and Fidelity Sustainable Target Date 2050 Fund
Holdings overlap
98%
of assets, by weight
Shared positions
5
of 5 / 5 holdings
FRCQX expense ratio
0.49%
net, per year
FSYWX expense ratio
0.49%
net, per year
FRCQX and FSYWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FRCQX
FSYWX
F
FSUMXFIDELITY SER SUST US MRKT
54.04%
53.17%
F
FNDMXFIDELITY SER NON-US DEV MRK
28.01%
27.57%
F
FEMYXFIDELITY SER SUST EM MRK
13.19%
12.98%
F
FTLTXFIDELITY SER L/T TR BND INDX
4.27%
5.37%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.49%
0.91%
Only in FRCQX
Nothing exclusive.
Only in FSYWX
Nothing exclusive.
Hold FRCQX and FSYWX 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.