Morningstar

Fidelity Advisor Sustainable Target Date 2055 Fund - Class M FSZLX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $16.20  /  −0.31 %
  • Fund Size $19.3M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 0.81%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis FSZLX

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

  • People Pillar

    The People Pillar is our evaluation of the FSZLX 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 FSZLX’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 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.

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Portfolio Holdings FSZLX

More FSZLX 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

54.39 10M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

27.46 5M
—

Fidelity Series Sustainable Emerg Mkts

15.13 3M
—

Fidelity Series Long-Term Trs Bd Idx

3.05 562,305
—

Cash

−0.03 −5,705
Cash and Equivalents

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