30% Allocation Fund

30% Allocation Fund is a registered fund series of Fidelity Charles Street Trust (series S000075293). Net assets $397K as of 2026-03-31. Index fund.

Profile

Advisers

Top holdings (4 reported)

HoldingTickerValue% of fund
Fidelity Salem Street Trust$200K5046.51%
Fidelity Concord Street Trust$81K2051.14%
Fidelity Salem Street Trust$81K2032.54%
Fidelity Salem Street Trust$34K849.12%

Net asset history

Report dateNet assets
2026-03-31$397K
2025-12-31$393K
2025-09-30$392K
2025-06-30$362K
2025-03-31$321K
2024-12-31$307K
2024-09-30$309K
2024-06-30$285K

More