Fund comparison · from official SEC filings

FSZHX vs FSZSX: how much do they overlap?

Fidelity Sustainable Target Date 2055 Fund and Fidelity Sustainable Target Date 2060 Fund
Holdings overlap
100%
of assets, by weight
Shared positions
5
of 5 / 5 holdings
FSZHX expense ratio
0.49%
net, per year
FSZSX expense ratio
0.49%
net, per year
FSZHX and FSZSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSZHX
FSZSX
F
FSUMXFIDELITY SER SUST US MRKT
53.94%
54.03%
F
FNDMXFIDELITY SER NON-US DEV MRK
27.96%
28.01%
F
FEMYXFIDELITY SER SUST EM MRK
13.17%
13.19%
F
FTLTXFIDELITY SER L/T TR BND INDX
4.41%
4.28%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.52%
0.49%
Only in FSZHX
Nothing exclusive.
Only in FSZSX
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.
FSZHX vs FSZSX: 100% holdings overlap — Unwrap.Fund