Fund comparison · from official SEC filings

FSYHX vs FSZSX: how much do they overlap?

Fidelity Sustainable Target Date 2045 Fund and Fidelity Sustainable Target Date 2060 Fund
Holdings overlap
97%
of assets, by weight
Shared positions
5
of 7 / 5 holdings
FSYHX expense ratio
0.49%
net, per year
FSZSX expense ratio
0.49%
net, per year
FSYHX and FSZSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSYHX
FSZSX
F
FSUMXFIDELITY SER SUST US MRKT
52.34%
54.03%
F
FNDMXFIDELITY SER NON-US DEV MRK
27.21%
28.01%
F
FEMYXFIDELITY SER SUST EM MRK
12.81%
13.19%
F
FTLTXFIDELITY SER L/T TR BND INDX
5.98%
4.28%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.95%
0.49%
Only in FSYHX
F
FIGDXFIDELITY SER SUST INV GR
0.49%
F
FSTQXFIDELITY SER INTL DEV MRK
0.22%
Only in FSZSX
Nothing exclusive.
Hold FSYHX and FSZSX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.
FSYHX vs FSZSX: 97% holdings overlap — Unwrap.Fund