Morningstar

Fidelity Advisor Sustainable Target Date 2025 Fund - Class I FSWUX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.36  /  +0.15 %
  • Total Assets 6.5M
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.88%
  • Turnover 28%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:51 AM GMT+0

Morningstar’s Analysis FSWUX

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

  • People Pillar

    The People Pillar is our evaluation of the FSWUX 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 FSWUX’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 I 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
Rated on Published on

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Portfolio Holdings FSWUX

More FSWUX 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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