Morningstar

Fidelity Advisor Sust Trgt Dt Inc M FSUHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.61  /  +0.38 %
  • Total Assets 1.1 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date Retirement
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.68%
  • Turnover 29%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSUHX

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

  • People Pillar

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

Fidelity Advisor Sust Trgt Dt Inc M boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FSUHX

More FSUHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Sustainable Invmt GrdBd

44.31 500,514
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

20.86 235,614
—

Fidelity Series Sust Non-US Dev Mrkt Fd

8.24 93,028
—

Fidelity Series Sustainable U.S. Market

8.17 92,229
—

Fidelity Series Treasury Bill Index

5.66 63,917
—

Fidelity Series Sustainable Emerg Mkts

5.62 63,457
—

Fidelity Series Intl Dev Mkts Bd Idx

4.00 45,191
—

Fidelity Series Long-Term Trs Bd Idx

2.23 25,184
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

0.75 8,506
—

Cash

0.17 1,924
Cash and Equivalents

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