Morningstar

Fidelity Sustainable Target Date 2015 Fund - Class K6 FSWBX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.06  /  +0.08 %
  • Total Assets 1.7M
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.83%
  • Turnover 19%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:51 AM GMT+0

Morningstar’s Analysis FSWBX

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

  • People Pillar

    The People Pillar is our evaluation of the FSWBX 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 FSWBX’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 2015 K6 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well 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 FSWBX

More FSWBX 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

32.71 555,052
—

Fidelity Series Sustainable U.S. Market

20.27 344,010
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

13.05 221,431
—

Fidelity Series Sust Non-US Dev Mrkt Fd

12.47 211,622
—

Fidelity Series Sustainable Emerg Mkts

7.78 132,093
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

4.98 84,467
—

Fidelity Series Intl Dev Mkts Bd Idx

4.93 83,683
—

Fidelity Series Long-Term Trs Bd Idx

2.05 34,854
—

Fidelity Series Treasury Bill Index

1.66 28,161
—

Cash

0.09 1,465
Cash and Equivalents

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