Fund comparison · from official SEC filings

FSVNX vs FSWOX: how much do they overlap?

Fidelity Sustainable Target Date 2015 Fund and Fidelity Sustainable Target Date 2025 Fund
Holdings overlap
76%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSVNX expense ratio
0.42%
net, per year
FSWOX expense ratio
0.44%
net, per year
FSVNX and FSWOX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSVNX
FSWOX
F
FIGDXFIDELITY SER SUST INV GR
35.85%
25.80%
F
FSUMXFIDELITY SER SUST US MRKT
18.28%
27.84%
F
FNDMXFIDELITY SER NON-US DEV MRK
12.08%
16.58%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
13.20%
1.43%
F
FSTDXFIDELITY SER 5+Y INFL-PR
5.22%
10.59%
F
FEMYXFIDELITY SER SUST EM MRK
5.97%
7.90%
F
FSTQXFIDELITY SER INTL DEV MRK
5.08%
4.57%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.87%
4.63%
F
FHQFXFIDELITY SER T-BILL INDX
2.45%
0.67%
Only in FSVNX
Nothing exclusive.
Only in FSWOX
Nothing exclusive.
Hold FSVNX 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.