The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Fidelity Sustainable Target Date 2035 FSXKX
- NAV / 1-Day Return 11.16 / +0.36 %
- Total Assets 3.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.470%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2035
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield —
- Turnover —
USD | NAV as of Apr 29, 2024 | 1-Day Return as of Apr 29, 2024, 10:16 PM GMT+0
Morningstar’s Analysis FSXKX
Will FSXKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Series Sustainable U.S. Market | 39.14 | 1.4 Mil | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 23.25 | 806,585 | — |
Fidelity Series Sustainable Invmt GrdBd | 17.18 | 596,000 | — |
Fidelity Series Sustainable Emerg Mkts | 10.50 | 364,381 | — |
Fidelity Series Long-Term Trs Bd Idx | 5.76 | 199,975 | — |
Fidelity Series Intl Dev Mkts Bd Idx | 3.03 | 104,962 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 1.10 | 38,308 | — |
Cash | 0.04 | 1,503 | Cash and Equivalents |