Morningstar

Fidelity Advisor Sustainable Target Date 2010 Fund - Class A FSUZX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $11.37  /  −0.09 %
  • Fund Size $1.4M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2000-2010
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 2.70%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis FSUZX

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

  • People Pillar

    The People Pillar is our evaluation of the FSUZX 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 FSUZX’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 2010 A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSUZX

More FSUZX 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

31.83 457,156
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

21.36 306,797
—

Fidelity Series Sustainable U.S. Market

17.39 249,762
—

Fidelity Series Sust Non-US Dev Mrkt Fd

11.19 160,715
—

Fidelity Series Sustainable Emerg Mkts

6.73 96,639
—

Fidelity Series Intl Dev Mkts Bd Idx

5.01 71,908
—

Fidelity Series Long-Term Trs Bd Idx

2.70 38,817
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

1.94 27,815
—

Fidelity Series Treasury Bill Index

1.77 25,487
—

Cash

0.09 1,302
Cash and Equivalents

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