Morningstar

Fidelity Advisor Sust Trgt Dt 2020 Z FSWKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.47  /  +0.70 %
  • Total Assets 1.9 Mil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.89%
  • Turnover 14%

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

Morningstar’s Analysis FSWKX

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

  • People Pillar

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

A strong management team and sound investment process underpin Fidelity Advisor Sust Trgt Dt 2020 Z's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSWKX

More FSWKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Sustainable Invmt GrdBd

32.23 596,965
—

Fidelity Series Sustainable U.S. Market

23.52 435,744
—

Fidelity Series Sust Non-US Dev Mrkt Fd

15.72 291,137
—

Fidelity Series Sustainable Emerg Mkts

8.53 158,082
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

8.19 151,690
—

Fidelity Series Intl Dev Mkts Bd Idx

3.99 73,981
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

3.98 73,794
—

Fidelity Series Long-Term Trs Bd Idx

3.68 68,155
—

Cash

0.10 1,898
Cash and Equivalents

Fidelity Series Treasury Bill Index

0.05 911
—

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