Fidelity Advisor Sust Trgt Dt 2065 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.
Fidelity Advisor Sustainable Target Date 2065 Fund - Class M FTGZX
- NAV / 1-Day Return 16.35 / +0.43 %
- Total Assets 8.2M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.78%
- Turnover 20%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:25 AM GMT+0
Morningstar’s Analysis FTGZX
Will FTGZX 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 FTGZX 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 FTGZX’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 | 4M | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 28.07 | 2M | — |
Fidelity Series Sustainable Emerg Mkts | 14.13 | 1M | — |
Fidelity Series Long-Term Trs Bd Idx | 3.27 | 251,481 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 0.42 | 32,366 | — |
Cash | −0.03 | −2,436 | Cash and Equivalents |
United States