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Fund comparison · from official SEC filings

FRCQX vs FSZHX: how much do they overlap?

Fidelity Sustainable Target Date 2070 Fund and Fidelity Sustainable Target Date 2055 Fund
Holdings overlap
100%
of assets, by weight
Shared positions
5
of 5 / 5 holdings
FRCQX expense ratio
0.49%
net, per year
FSZHX expense ratio
0.49%
net, per year
FRCQX and FSZHX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FRCQX
FSZHX
F
FSUMXFIDELITY SER SUST US MRKT
54.04%
53.94%
F
FNDMXFIDELITY SER NON-US DEV MRK
28.01%
27.96%
F
FEMYXFIDELITY SER SUST EM MRK
13.19%
13.17%
F
FTLTXFIDELITY SER L/T TR BND INDX
4.27%
4.41%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.49%
0.52%
Only in FRCQX
Nothing exclusive.
Only in FSZHX
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.