Fidelity Advisor Sust Trgt Dt 2020 Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z FSWKX
- NAV / 1-Day Return 12.65 / +0.16 %
- Total Assets 5.3M
-
Adj. Expense Ratio
0.330%
- Expense Ratio 0.330%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.44%
- Turnover 31%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:25 AM GMT+0
Morningstar’s Analysis FSWKX
Will FSWKX 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 FSWKX 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 FSWKX’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