Morningstar

Fidelity Sustainable Target Date 2030 Fund - Class K6 FSXJX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $13.66  /  −0.22 %
  • Fund Size $17.2M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 2.05%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis FSXJX

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

  • People Pillar

    The People Pillar is our evaluation of the FSXJX 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 FSXJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Sustainable Target Date 2030 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSXJX

More FSXJX 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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