Morningstar

Fidelity Sustainable Target Date 2045 Fund FSYHX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $16.45  /  −1.40 %
  • Fund Size $24.5M
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2045
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 1.13%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis FSYHX

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

  • People Pillar

    The People Pillar is our evaluation of the FSYHX 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 FSYHX’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 2045 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
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Portfolio Holdings FSYHX

More FSYHX 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

52.30 12M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

26.67 6M
—

Fidelity Series Sustainable Emerg Mkts

14.25 3M
—

Fidelity Series Long-Term Trs Bd Idx

6.68 2M
—

Fidelity Series Intl Dev Mkts Bd Idx

0.11 26,270
—

Fidelity Series Sustainable Invmt GrdBd

0.00 57
—

Cash

−0.02 −3,895
Cash and Equivalents

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