Fund comparison · from official SEC filings

FSWDX vs FSXAX: how much do they overlap?

Fidelity Sustainable Target Date 2020 Fund and Fidelity Sustainable Target Date 2030 Fund
Holdings overlap
82%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSWDX expense ratio
0.43%
net, per year
FSXAX expense ratio
0.45%
net, per year
FSWDX and FSXAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSWDX
FSXAX
F
FIGDXFIDELITY SER SUST INV GR
34.08%
22.71%
F
FSUMXFIDELITY SER SUST US MRKT
23.07%
31.82%
F
FNDMXFIDELITY SER NON-US DEV MRK
14.19%
18.36%
F
FEMYXFIDELITY SER SUST EM MRK
6.93%
8.65%
F
FSTDXFIDELITY SER 5+Y INFL-PR
8.26%
7.88%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
5.86%
0.36%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.91%
5.21%
F
FSTQXFIDELITY SER INTL DEV MRK
5.06%
4.53%
F
FHQFXFIDELITY SER T-BILL INDX
0.63%
0.49%
Only in FSWDX
Nothing exclusive.
Only in FSXAX
Nothing exclusive.
Hold FSWDX and FSXAX 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.