Fund comparison · from official SEC filings

FSXVX vs FSYWX: how much do they overlap?

Fidelity Sustainable Target Date 2040 Fund and Fidelity Sustainable Target Date 2050 Fund
Holdings overlap
89%
of assets, by weight
Shared positions
5
of 8 / 5 holdings
FSXVX expense ratio
0.48%
net, per year
FSYWX expense ratio
0.49%
net, per year
FSXVX and FSYWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSXVX
FSYWX
F
FSUMXFIDELITY SER SUST US MRKT
46.07%
53.17%
F
FNDMXFIDELITY SER NON-US DEV MRK
24.67%
27.57%
F
FEMYXFIDELITY SER SUST EM MRK
11.53%
12.98%
F
FTLTXFIDELITY SER L/T TR BND INDX
6.16%
5.37%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.46%
0.91%
Only in FSXVX
F
FIGDXFIDELITY SER SUST INV GR
7.18%
F
FSTQXFIDELITY SER INTL DEV MRK
2.46%
F
FHQFXFIDELITY SER T-BILL INDX
0.47%
Only in FSYWX
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.
FSXVX vs FSYWX: 89% holdings overlap — Unwrap.Fund