Fund comparison · from official SEC filings
FSUDX vs FSWOX: how much do they overlap?
Fidelity Sustainable Target Date Retirement Fund and Fidelity Sustainable Target Date 2025 Fund
vs
FSUDX and FSWOX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUDX
FSWOX
F
FIGDXFIDELITY SER SUST INV GR
38.25%
25.80%
F
FSUMXFIDELITY SER SUST US MRKT
12.09%
27.84%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
22.54%
1.43%
F
FNDMXFIDELITY SER NON-US DEV MRK
9.33%
16.58%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.14%
10.59%
F
FEMYXFIDELITY SER SUST EM MRK
4.73%
7.90%
F
FHQFXFIDELITY SER T-BILL INDX
5.51%
0.67%
F
FSTQXFIDELITY SER INTL DEV MRK
5.03%
4.57%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.39%
4.63%
Only in FSUDX
Nothing exclusive.
Only in FSWOX
Nothing exclusive.
Hold FSUDX and FSWOX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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95% overlap
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93% overlap
FSWOX vs FSWDXFidelity Sustainable Target Date 2020 Fund
87% overlap
FSUDX vs FSVNXFidelity Sustainable Target Date 2015 Fund
85% overlap
FSWOX vs FSXKXFidelity Sustainable Target Date 2035 Fund
84% overlap
FSWOX vs FSVNXFidelity Sustainable Target Date 2015 Fund
76% 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.