Morningstar

Fidelity Advisor Sustainable Target Date 2060 Fund - Class M FSZWX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.34  /  −0.79 %
  • Total Assets 13.1M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.84%
  • Turnover 26%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 4:51 AM GMT+0

Morningstar’s Analysis FSZWX

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

  • People Pillar

    The People Pillar is our evaluation of the FSZWX 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 FSZWX’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 2060 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.

by Morningstar Automated Analysis
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Portfolio Holdings FSZWX

More FSZWX 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

54.70 7M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

27.50 3M
—

Fidelity Series Sustainable Emerg Mkts

15.44 2M
—

Fidelity Series Long-Term Trs Bd Idx

1.95 246,917
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

0.45 56,397
—

Cash

−0.03 −4,339
Cash and Equivalents

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