Morningstar

Fidelity Advisor Sustainable Target Date 2030 Fund - Class M FSXDX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $13.55  /  −0.22 %
  • Fund Size $17.2M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 1.40%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis FSXDX

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

  • People Pillar

    The People Pillar is our evaluation of the FSXDX 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 FSXDX’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 2030 M 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
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Portfolio Holdings FSXDX

More FSXDX 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

32.81 6M
—

Fidelity Series Sustainable Invmt GrdBd

20.73 3M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

18.20 3M
—

Fidelity Series Sustainable Emerg Mkts

10.01 2M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

8.03 1M
—

Fidelity Series Long-Term Trs Bd Idx

5.93 1M
—

Fidelity Series Intl Dev Mkts Bd Idx

4.14 698,185
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

0.09 14,855
—

Cash

0.06 9,838
Cash and Equivalents

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