Morningstar

Fidelity Advisor Sustainable Target Date 2040 Fund - Class M FSXZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.52  /  −0.45 %
  • Total Assets 22.1M
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.05%
  • Turnover 27%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FSXZX

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

  • People Pillar

    The People Pillar is our evaluation of the FSXZX 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 FSXZX’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 2040 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
Rated on Published on

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Portfolio Holdings FSXZX

More FSXZX Holdings
  • 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

46.61 10M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

24.15 5M
—

Fidelity Series Sustainable Emerg Mkts

13.64 3M
—

Fidelity Series Long-Term Trs Bd Idx

6.13 1M
—

Fidelity Series Sustainable Invmt GrdBd

5.72 1M
—

Fidelity Series Intl Dev Mkts Bd Idx

2.40 499,542
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

1.34 279,305
—

Cash

0.00 607
Cash and Equivalents

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