85% Allocation Fund

85% Allocation Fund is a registered fund series of Fidelity Charles Street Trust (series S000075290). Net assets $2.0M as of 2026-03-31. Index fund.

Profile

Advisers

Top holdings (3 reported)

HoldingTickerValue% of fund
Fidelity Concord Street Trust$1.2M6024.38%
Fidelity Salem Street Trust$493K2413.04%
Fidelity Salem Street Trust$318K1557.80%

Net asset history

Report dateNet assets
2026-03-31$2.0M
2025-12-31$2.1M
2025-09-30$1.9M
2025-06-30$1.8M
2025-03-31$1.5M
2024-12-31$1.3M
2024-09-30$1.3M
2024-06-30$1.2M

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