The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Fidelity Sustainable Target Date 2045 FSYHX
- NAV / 1-Day Return 12.82 / −0.23 %
- Total Assets 4.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.500%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2045
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 0.99%
- Turnover 58%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0
Morningstar’s Analysis FSYHX
Will FSYHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 50.48 | 2.2 Mil | — |
Fidelity Series Sust Non-US Dev Mrkt Fd | 29.01 | 1.3 Mil | — |
Fidelity Series Sustainable Emerg Mkts | 13.58 | 591,171 | — |
Fidelity Series Long-Term Trs Bd Idx | 5.72 | 248,921 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 1.22 | 53,277 | — |
Cash | −0.02 | −885 | Cash and Equivalents |