Fund comparison · from official SEC filings

FSUDX vs FSUYX: how much do they overlap?

Fidelity Sustainable Target Date Retirement Fund and Fidelity Sustainable Target Date 2010 Fund
Holdings overlap
95%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSUDX expense ratio
0.41%
net, per year
FSUYX expense ratio
0.41%
net, per year
FSUDX and FSUYX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUDX
FSUYX
F
FIGDXFIDELITY SER SUST INV GR
38.25%
37.45%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
22.54%
19.71%
F
FSUMXFIDELITY SER SUST US MRKT
12.09%
13.99%
F
FNDMXFIDELITY SER NON-US DEV MRK
9.33%
10.18%
F
FHQFXFIDELITY SER T-BILL INDX
5.51%
4.42%
F
FEMYXFIDELITY SER SUST EM MRK
4.73%
5.11%
F
FSTQXFIDELITY SER INTL DEV MRK
5.03%
5.05%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.14%
2.56%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.39%
1.54%
Only in FSUDX
Nothing exclusive.
Only in FSUYX
Nothing exclusive.
Hold FSUDX and FSUYX 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.
FSUDX vs FSUYX: 95% holdings overlap — Unwrap.Fund