Morningstar

Fidelity Sustainable Target Date 2025 K6 FSWZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.69  /  +0.78 %
  • Total Assets 2.2 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.01%
  • Turnover 14%

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

Morningstar’s Analysis FSWZX

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

  • People Pillar

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

A strong management team and sound investment process underpin Fidelity Sustainable Target Date 2025 K6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 FSWZX

More FSWZX 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 U.S. Market

28.09 529,819
—

Fidelity Series Sustainable Invmt GrdBd

24.92 470,031
—

Fidelity Series Sust Non-US Dev Mrkt Fd

18.30 345,046
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

10.41 196,372
—

Fidelity Series Sustainable Emerg Mkts

9.34 176,066
—

Fidelity Series Long-Term Trs Bd Idx

4.93 93,017
—

Fidelity Series Intl Dev Mkts Bd Idx

3.93 74,169
—

Cash

0.08 1,426
Cash and Equivalents

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