Fidelity Sustainable Target Date 2060 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 2060 Fund FSZSX
- NAV / 1-Day Return 16.07 / −3.37 %
- Total Assets 12.7M
-
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 Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.17%
- Turnover 26%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FSZSX
Will FSZSX 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 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.
- 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 | 54.14 | 6M | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 28.08 | 3M | — |
Fidelity Series Sustainable Emerg Mkts | 14.13 | 2M | — |
Fidelity Series Long-Term Trs Bd Idx | 3.27 | 390,792 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 0.42 | 50,351 | — |
Cash | −0.03 | −3,618 | Cash and Equivalents |
United States