Morningstar

Fidelity Advisor Sustainable Target Date 2055 Fund - Class I FSZMX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $16.33  /  −0.24 %
  • Fund Size $19.3M
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 1.07%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis FSZMX

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

  • People Pillar

    The People Pillar is our evaluation of the FSZMX 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 FSZMX’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 I 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 FSZMX

More FSZMX 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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