Fund comparison · from official SEC filings

FSWDX vs FSWOX: how much do they overlap?

Fidelity Sustainable Target Date 2020 Fund and Fidelity Sustainable Target Date 2025 Fund
Holdings overlap
87%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSWDX expense ratio
0.43%
net, per year
FSWOX expense ratio
0.44%
net, per year
FSWDX and FSWOX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSWDX
FSWOX
F
FIGDXFIDELITY SER SUST INV GR
34.08%
25.80%
F
FSUMXFIDELITY SER SUST US MRKT
23.07%
27.84%
F
FNDMXFIDELITY SER NON-US DEV MRK
14.19%
16.58%
F
FSTDXFIDELITY SER 5+Y INFL-PR
8.26%
10.59%
F
FEMYXFIDELITY SER SUST EM MRK
6.93%
7.90%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
5.86%
1.43%
F
FSTQXFIDELITY SER INTL DEV MRK
5.06%
4.57%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.91%
4.63%
F
FHQFXFIDELITY SER T-BILL INDX
0.63%
0.67%
Only in FSWDX
Nothing exclusive.
Only in FSWOX
Nothing exclusive.
Hold FSWDX 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.