Fidelity Advisor Sust Trgt Dt 2025 A 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 2025 Fund - Class A FSWQX
- NAV / 1-Day Return 13.31 / +0.23 %
- Total Assets 6.4M
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.62%
- Turnover 29%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:25 AM GMT+0
Morningstar’s Analysis FSWQX
Will FSWQX 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 FSWQX 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 FSWQX’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 U.S. Market | 29.71 | 2M | — |
Fidelity Series Sustainable Invmt GrdBd | 23.40 | 1M | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 17.69 | 1M | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 9.70 | 601,480 | — |
Fidelity Series Sustainable Emerg Mkts | 9.02 | 559,554 | — |
Fidelity Series Long-Term Trs Bd Idx | 4.49 | 278,515 | — |
Fidelity Series Intl Dev Mkts Bd Idx | 4.16 | 257,997 | — |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | 1.48 | 91,995 | — |
Fidelity Series Treasury Bill Index | 0.29 | 18,136 | — |
Cash | 0.06 | 3,623 | Cash and Equivalents |
United States