Fidelity Advisor Sust Trgt Dt 2055 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.
Fidelity Advisor Sustainable Target Date 2055 Fund - Class M FSZLX
- NAV / 1-Day Return 16.74 / −0.42 %
- Total Assets 17.3M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.82%
- Turnover 20%
USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FSZLX
Will FSZLX outperform in the 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 | 54.30 | 9M | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 27.97 | 5M | — |
Fidelity Series Sustainable Emerg Mkts | 15.29 | 3M | — |
Fidelity Series Long-Term Trs Bd Idx | 1.99 | 329,741 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 0.48 | 79,972 | — |
Cash | −0.03 | −5,682 | Cash and Equivalents |