Fund comparison · from official SEC filings
FSUDX vs FSXAX: how much do they overlap?
Fidelity Sustainable Target Date Retirement Fund and Fidelity Sustainable Target Date 2030 Fund
vs
FSUDX and FSXAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUDX
FSXAX
F
FIGDXFIDELITY SER SUST INV GR
38.25%
22.71%
F
FSUMXFIDELITY SER SUST US MRKT
12.09%
31.82%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
22.54%
0.36%
F
FNDMXFIDELITY SER NON-US DEV MRK
9.33%
18.36%
F
FEMYXFIDELITY SER SUST EM MRK
4.73%
8.65%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.14%
7.88%
F
FHQFXFIDELITY SER T-BILL INDX
5.51%
0.49%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.39%
5.21%
F
FSTQXFIDELITY SER INTL DEV MRK
5.03%
4.53%
Only in FSUDX
Nothing exclusive.
Only in FSXAX
Nothing exclusive.
Hold FSUDX and FSXAX 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
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91% overlap
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85% overlap
FSXAX vs FSWDXFidelity Sustainable Target Date 2020 Fund
82% overlap
FSXAX vs FSXVXFidelity Sustainable Target Date 2040 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.