Morningstar

Fidelity Advisor Sustainable Target Date 2020 Fund - Class M FSWHX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $12.44  /  −0.16 %
  • Fund Size $5.1M
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.930%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.93%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis FSWHX

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

  • People Pillar

    The People Pillar is our evaluation of the FSWHX 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 FSWHX’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 2020 M 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 FSWHX

More FSWHX 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

30.25 2M
—

Fidelity Series Sustainable U.S. Market

24.63 1M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

14.42 758,063
—

Fidelity Series Sustainable Emerg Mkts

8.27 434,958
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

7.76 408,182
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

6.49 341,350
—

Fidelity Series Intl Dev Mkts Bd Idx

4.92 258,658
—

Fidelity Series Long-Term Trs Bd Idx

3.17 166,530
—

Cash

0.09 4,581
Cash and Equivalents

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