Fund comparison · from official SEC filings
FSXVX vs FSZHX: how much do they overlap?
Fidelity Sustainable Target Date 2040 Fund and Fidelity Sustainable Target Date 2055 Fund
vs
FSXVX and FSZHX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSXVX
FSZHX
F
FSUMXFIDELITY SER SUST US MRKT
46.07%
53.94%
F
FNDMXFIDELITY SER NON-US DEV MRK
24.67%
27.96%
F
FEMYXFIDELITY SER SUST EM MRK
11.53%
13.17%
F
FTLTXFIDELITY SER L/T TR BND INDX
6.16%
4.41%
F
FSTDXFIDELITY SER 5+Y INFL-PR
1.46%
0.52%
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 FSZHX
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.
Informational and educational only — not investment advice.