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.
Fidelity Advisor Sustainable Target Date 2020 Fund - Class M FSWHX
- NAV / 1-Day Return 12.40 / −0.88 %
- Total Assets 5.3M
-
Adj. Expense Ratio
0.930%
- Expense Ratio 0.930%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.75%
- Turnover 22%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 5:35 AM GMT+0
Morningstar’s Analysis FSWHX
Will FSWHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 | 31.50 | 2M | — |
Fidelity Series Sustainable U.S. Market | 25.07 | 1M | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 15.35 | 793,124 | — |
Fidelity Series Sustainable Emerg Mkts | 8.04 | 415,328 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 7.67 | 396,312 | — |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | 5.54 | 285,998 | — |
Fidelity Series Intl Dev Mkts Bd Idx | 4.67 | 241,301 | — |
Fidelity Series Long-Term Trs Bd Idx | 1.97 | 101,545 | — |
Fidelity Series Treasury Bill Index | 0.11 | 5,755 | — |
Cash | 0.08 | 4,099 | Cash and Equivalents |
United States