Fidelity Sustainable Target Date 2025 K6 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Sustainable Target Date 2025 Fund - Class K6 FSWZX
- NAV / 1-Day Return 13.32 / +0.23 %
- Total Assets 6.4M
-
Adj. Expense Ratio
0.240%
- Expense Ratio 0.240%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.07%
- Turnover 28%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:25 AM GMT+0
Morningstar’s Analysis FSWZX
Will FSWZX 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 FSWZX 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 FSWZX’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