Fund comparison · from official SEC filings
FSUDX vs FSWDX: how much do they overlap?
Fidelity Sustainable Target Date Retirement Fund and Fidelity Sustainable Target Date 2020 Fund
vs
FSUDX and FSWDX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUDX
FSWDX
F
FIGDXFIDELITY SER SUST INV GR
38.25%
34.08%
F
FSUMXFIDELITY SER SUST US MRKT
12.09%
23.07%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
22.54%
5.86%
F
FNDMXFIDELITY SER NON-US DEV MRK
9.33%
14.19%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.14%
8.26%
F
FEMYXFIDELITY SER SUST EM MRK
4.73%
6.93%
F
FHQFXFIDELITY SER T-BILL INDX
5.51%
0.63%
F
FSTQXFIDELITY SER INTL DEV MRK
5.03%
5.06%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.39%
1.91%
Only in FSUDX
Nothing exclusive.
Only in FSWDX
Nothing exclusive.
Hold FSUDX and FSWDX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
FSUDX vs FSUYXFidelity Sustainable Target Date 2010 Fund
95% overlap
FSWDX vs FSVNXFidelity Sustainable Target Date 2015 Fund
89% overlap
FSWDX vs FSWOXFidelity Sustainable Target Date 2025 Fund
87% overlap
FSUDX vs FSVNXFidelity Sustainable Target Date 2015 Fund
85% overlap
FSWDX vs FSXAXFidelity Sustainable Target Date 2030 Fund
82% overlap
FSWDX vs FSUYXFidelity Sustainable Target Date 2010 Fund
79% 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.
Informational and educational only — not investment advice.