Skip to Content
Morningstar

Fidelity Sustainable Target Date 2015 FSVNX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.39  /  +0.39 %
  • Total Assets 1.1 Mil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Apr 29, 2024 | 1-Day Return as of Apr 29, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FSVNX

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

  • People Pillar

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

Fidelity Sustainable Target Date 2015’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSVNX

More FSVNX 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

37.32 415,537
—

Fidelity Series Sustainable U.S. Market

19.10 212,716
—

Fidelity Series Sust Non-US Dev Mrkt Fd

13.21 147,050
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

9.13 101,640
—

Fidelity Series Sustainable Emerg Mkts

6.55 72,881
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

5.72 63,745
—

Fidelity Series Long-Term Trs Bd Idx

3.99 44,464
—

Fidelity Series Intl Dev Mkts Bd Idx

3.96 44,131
—

Fidelity Series Treasury Bill Index

0.89 9,877
—

Cash

0.13 1,410
Cash and Equivalents