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Morningstar

Fidelity Sustainable Target Date 2060 FSZSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.83  /  +0.08 %
  • Total Assets 2.9 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of May 13, 2024 | 1-Day Return as of May 13, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FSZSX

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

  • People Pillar

    The People Pillar is our evaluation of the FSZSX 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 FSZSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in its Process Pillar rating is the primary driver of Fidelity Sustainable Target Date 2060's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FSZSX

More FSZSX 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

50.46 1.2 Mil
—

Fidelity Series Sust Non-US Dev Mrkt Fd

28.66 695,190
—

Fidelity Series Sustainable Emerg Mkts

12.56 304,667
—

Fidelity Series Long-Term Trs Bd Idx

5.81 140,854
—

Fidelity Series Sustainable Invmt GrdBd

1.97 47,848
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

0.56 13,489
—

Cash

−0.02 −365
Cash and Equivalents