Fund comparison · from official SEC filings

FSUDX vs FSXKX: how much do they overlap?

Fidelity Sustainable Target Date Retirement Fund and Fidelity Sustainable Target Date 2035 Fund
Holdings overlap
52%
of assets, by weight
Shared positions
8
of 9 / 8 holdings
FSUDX expense ratio
0.41%
net, per year
FSXKX expense ratio
0.47%
net, per year
FSUDX and FSXKX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUDX
FSXKX
F
FIGDXFIDELITY SER SUST INV GR
38.25%
18.73%
F
FSUMXFIDELITY SER SUST US MRKT
12.09%
36.77%
F
FNDMXFIDELITY SER NON-US DEV MRK
9.33%
20.56%
F
FEMYXFIDELITY SER SUST EM MRK
4.73%
9.65%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.39%
5.63%
F
FHQFXFIDELITY SER T-BILL INDX
5.51%
0.49%
F
FSTQXFIDELITY SER INTL DEV MRK
5.03%
4.33%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.14%
3.85%
Only in FSUDX
F
FSTZXFIDELITY SER 0-5Y INFL-PR
22.54%
Only in FSXKX
Nothing exclusive.
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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 FSXKX: 52% holdings overlap — Unwrap.Fund