Morningstar

Fidelity Sustainable Target Date 2025 Fund FSWOX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.23  /  −0.90 %
  • Total Assets 6.5M
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.99%
  • Turnover 28%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FSWOX

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

  • People Pillar

    The People Pillar is our evaluation of the FSWOX 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 FSWOX’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 2025 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.

by Morningstar Automated Analysis
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Portfolio Holdings FSWOX

More FSWOX 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 U.S. Market

29.25 2M
—

Fidelity Series Sustainable Invmt GrdBd

23.09 1M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

16.68 1M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

9.94 639,711
—

Fidelity Series Sustainable Emerg Mkts

9.78 629,640
—

Fidelity Series Long-Term Trs Bd Idx

4.78 307,753
—

Fidelity Series Intl Dev Mkts Bd Idx

4.36 280,474
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

1.74 111,957
—

Fidelity Series Treasury Bill Index

0.31 19,938
—

Cash

0.06 4,034
Cash and Equivalents

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