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FMWIX Holdings List NMFQS:FMWIX

Allocation--30% to 50% Equity | Fidelity Investments
$10.85
↑ $0.00 (0.00%)
Last Updated: Mar 28, 2026

30% Allocation Fund (FMWIX) - Allocation--30% to 50% Equity fund with $243.71K in assets. The fund allocates 149.57% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Fidelity U.S. Bond Index Fund at 49.76% of total assets. This is followed by FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV (21.39%) and FIDELITY SHORT-TERM BOND INDEX FUND (19.66%).

FMWIX Holdings

Name Weight Owned Change
Fidelity U.S. Bond Index Fund 49.76% - -
FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV 21.39% - -
FIDELITY SHORT-TERM BOND INDEX FUND 19.66% - -
Fidelity Total International Index Fund 9.21% - -
FIDELITY US BOND INDEX FUNDFIDELITY ADV 49.55% - -

Asset Allocation

Bond 68.86%
Cash 0.95%
Non US Stock 9.19%
Not Classified 0.01%
Other 0.01%
US Stock 20.98%

Market Cap

AverageMarketCap 163599.03%
Giant 12.87%
Large 9.39%
Medium 5.60%
Micro 0.49%
Small 1.65%

Sector Weights

Cash and Equivalents 2.45%
Corporate 2.45%
Derivative 2.45%
Government 2.45%
Municipal 2.45%
Securitized 2.45%
Basic Materials 3.60%
Consumer Cyclical 10.33%
Financial Services 16.41%
Real Estate 2.41%
Consumer Defensive 4.85%
Healthcare 9.46%
Utilities 2.45%
Communication Services 8.71%
Energy 3.35%
Industrials 10.73%
Technology 27.71%

World Regions

Latin America 0.70%
North America 72.02%
Asia Developed 3.88%
Asia Emerging 4.19%
Australasia 1.36%
Japan 4.53%
Africa/Middle East 1.10%
Europe Developed 9.30%
Europe Emerging 0.21%
United Kingdom 2.71%

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