Fidelity Sustainable Target Date 2050 K 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.
Fidelity Sustainable Target Date 2050 Fund - Class K FSZFX
- NAV / 1-Day Return 16.41 / +0.49 %
- Total Assets 18.5M
-
Adj. Expense Ratio
0.390%
- Expense Ratio 0.390%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.18%
- Turnover 21%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:25 AM GMT+0
Morningstar’s Analysis FSZFX
Will FSZFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FSZFX 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 FSZFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | 53.25 | 9M | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 27.64 | 5M | — |
Fidelity Series Sustainable Emerg Mkts | 13.90 | 2M | — |
Fidelity Series Long-Term Trs Bd Idx | 4.45 | 775,177 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 0.78 | 136,057 | — |
Cash | −0.03 | −4,395 | Cash and Equivalents |
United States