Morningstar

Fidelity Sustainable Target Date 2070 Fund Class K FRCRX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $13.67  /  −1.30 %
  • Fund Size $3.5M
  • Adjusted Expense Ratio 0.390%
  • Net Expense Ratio 0.390%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2070+
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 1.06%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis FRCRX

Will FRCRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FRCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Sustainable Target Date 2070 K holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FRCRX

More FRCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Sustainable U.S. Market

54.63 2M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

27.62 959,310
—

Fidelity Series Sustainable Emerg Mkts

15.16 526,343
—

Fidelity Series Long-Term Trs Bd Idx

2.62 91,026
—

Cash

−0.03 −1,173
Cash and Equivalents

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