Fund comparison · from official SEC filings

FSUYX vs FSWOX: how much do they overlap?

Fidelity Sustainable Target Date 2010 Fund and Fidelity Sustainable Target Date 2025 Fund
Holdings overlap
66%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSUYX expense ratio
0.41%
net, per year
FSWOX expense ratio
0.44%
net, per year
FSUYX and FSWOX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUYX
FSWOX
F
FIGDXFIDELITY SER SUST INV GR
37.45%
25.80%
F
FSUMXFIDELITY SER SUST US MRKT
13.99%
27.84%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
19.71%
1.43%
F
FNDMXFIDELITY SER NON-US DEV MRK
10.18%
16.58%
F
FSTDXFIDELITY SER 5+Y INFL-PR
2.56%
10.59%
F
FEMYXFIDELITY SER SUST EM MRK
5.11%
7.90%
F
FSTQXFIDELITY SER INTL DEV MRK
5.05%
4.57%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.54%
4.63%
F
FHQFXFIDELITY SER T-BILL INDX
4.42%
0.67%
Only in FSUYX
Nothing exclusive.
Only in FSWOX
Nothing exclusive.
Hold FSUYX and FSWOX 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.
FSUYX vs FSWOX: 66% holdings overlap — Unwrap.Fund