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Fidelity Sustainable Target Dat (0P0001QH1N)

10.50 0.00 (0.00%)
At close: April 5 at 4:00 PM EDT
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DELL
  • Previous Close 10.50
  • YTD Return 2.52%
  • Expense Ratio 0.22%
  • Category Target-Date 2015
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.11M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.22
  • Inception Date May 11, 2023

Investing at least 80% of assets in underlying funds that are (i) fidelity funds that invest in securities of issuers that the adviser believes have proven or improving sustainability practices or positive environmental, social and governance (ESG) characteristics, (ii) fidelity index funds that track an ESG index, and (iii) fidelity funds that do not have a principal ESG investment strategy but invest at least 80% of assets in U.S. and international sovereign or government-related debt securities that the fund adviser believes have positive ESG characteristics.

Fidelity Investments

Fund Family

Target-Date 2015

Fund Category

1.11M

Net Assets

2023-05-11

Inception Date

Performance Overview: 0P0001QH1N

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Trailing returns as of 4/4/2024. Category is Target-Date 2015.

YTD Return

0P0001QH1N
2.52%
Category
5.24%
 

1-Year Return

0P0001QH1N
0.00%
Category
17.09%
 

3-Year Return

0P0001QH1N
0.00%
Category
9.13%
 

5-Year Return

0P0001QH1N
0.00%
Category
8.26%
 

Holdings: 0P0001QH1N

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Top 9 Holdings (99.88% of Total Assets)

SymbolCompany% Assets
FIGDX
Fidelity Series Sustainable Invmt GrdBd 35.18%
FSUMX
Fidelity Series Sustainable U.S. Market 18.59%
FNDMX
Fidelity Series Sust Non-US Dev Mrkt Fd 13.37%
FSTZX
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx 9.07%
FEMYX
Fidelity Series Sustainable Emerg Mkts 6.64%
FSTDX
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx 5.65%
FSTQX
Fidelity Series Intl Dev Mkts Bd Idx 3.94%
FTLTX
Fidelity Series Long-Term Trs Bd Idx 3.88%
FHQFX
Fidelity Series Treasury Bill Index 3.56%

Sector Weightings

Sector0P0001QH1N
Technology   23.83%
Industrials   12.45%
Healthcare   9.68%
Energy   5.65%
Real Estate   1.57%
Utilities   1.54%

Recent News: 0P0001QH1N

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Research Reports: 0P0001QH1N

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