Morningstar

Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z FSXFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.68  /  +0.80 %
  • Total Assets 15.2M
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.360%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.94%
  • Turnover 31%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 10:07 PM GMT+0

Morningstar’s Analysis FSXFX

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

  • People Pillar

    The People Pillar is our evaluation of the FSXFX 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 FSXFX’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 Z 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 FSXFX

More FSXFX 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

33.12 5M
—

Fidelity Series Sustainable Invmt GrdBd

20.25 3M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

18.35 3M
—

Fidelity Series Sustainable Emerg Mkts

10.64 2M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

7.57 1M
—

Fidelity Series Long-Term Trs Bd Idx

5.27 816,120
—

Fidelity Series Intl Dev Mkts Bd Idx

4.30 666,031
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

0.46 71,691
—

Cash

0.05 7,779
Cash and Equivalents

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