Fund comparison · from official SEC filings

FSUDX vs FSVNX: how much do they overlap?

Fidelity Sustainable Target Date Retirement Fund and Fidelity Sustainable Target Date 2015 Fund
Holdings overlap
85%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSUDX expense ratio
0.41%
net, per year
FSVNX expense ratio
0.42%
net, per year
FSUDX and FSVNX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUDX
FSVNX
F
FIGDXFIDELITY SER SUST INV GR
38.25%
35.85%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
22.54%
13.20%
F
FSUMXFIDELITY SER SUST US MRKT
12.09%
18.28%
F
FNDMXFIDELITY SER NON-US DEV MRK
9.33%
12.08%
F
FEMYXFIDELITY SER SUST EM MRK
4.73%
5.97%
F
FHQFXFIDELITY SER T-BILL INDX
5.51%
2.45%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.14%
5.22%
F
FSTQXFIDELITY SER INTL DEV MRK
5.03%
5.08%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.39%
1.87%
Only in FSUDX
Nothing exclusive.
Only in FSVNX
Nothing exclusive.
Hold FSUDX and FSVNX 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 FSVNX: 85% holdings overlap — Unwrap.Fund