Morningstar

Fidelity Advisor Sust Trgt Dt 2040 M FSXZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.69  /  +1.20 %
  • Total Assets 5.6 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 0.54%
  • Turnover 16%

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

Morningstar’s Analysis FSXZX

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

  • People Pillar

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

Fidelity Advisor Sust Trgt Dt 2040 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-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FSXZX

More FSXZX 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

46.91 2.5 Mil
—

Fidelity Series Sust Non-US Dev Mrkt Fd

27.31 1.5 Mil
—

Fidelity Series Sustainable Emerg Mkts

12.90 689,011
—

Fidelity Series Long-Term Trs Bd Idx

5.72 305,593
—

Fidelity Series Sustainable Invmt GrdBd

4.87 260,126
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

1.22 65,390
—

Fidelity Series Intl Dev Mkts Bd Idx

1.07 57,085
—

Cash

0.00 −183
Cash and Equivalents

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