Morningstar

Fidelity Advisor Sustainable Target Date Retirement Fund - Class A FSUEX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.03  /  −0.63 %
  • Total Assets 1.5M
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.71%
  • Turnover 23%

USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 5:35 AM GMT+0

Morningstar’s Analysis FSUEX

Will FSUEX 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 FSUEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSUEX 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 FSUEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Sust Trgt Dt Ret A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSUEX

More FSUEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Sustainable Invmt GrdBd

35.81 526,531
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

21.58 317,304
—

Fidelity Series Sustainable U.S. Market

14.18 208,474
—

Fidelity Series Sust Non-US Dev Mrkt Fd

10.66 156,669
—

Fidelity Series Sustainable Emerg Mkts

5.77 84,840
—

Fidelity Series Intl Dev Mkts Bd Idx

4.81 70,763
—

Fidelity Series Treasury Bill Index

4.47 65,684
—

Fidelity Series Long-Term Trs Bd Idx

1.52 22,333
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

1.10 16,147
—

Cash

0.10 1,478
Cash and Equivalents

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