Morningstar

Fidelity Advisor Sustainable Target Date 2025 Fund - Class C FSWRX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.25  /  +0.30 %
  • Total Assets 6.5M
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.07%
  • Turnover 29%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 4:48 AM GMT+0

Morningstar’s Analysis FSWRX

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

  • People Pillar

    The People Pillar is our evaluation of the FSWRX 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 FSWRX’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 2025 C 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 FSWRX

More FSWRX 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

28.91 2M
—

Fidelity Series Sustainable Invmt GrdBd

24.91 2M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

16.69 1M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

10.33 669,518
—

Fidelity Series Sustainable Emerg Mkts

8.97 581,445
—

Fidelity Series Long-Term Trs Bd Idx

4.73 306,470
—

Fidelity Series Intl Dev Mkts Bd Idx

4.47 289,667
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

0.91 59,023
—

Cash

0.08 5,070
Cash and Equivalents

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