NasdaqGM - Delayed Quote USD

Fidelity Advisor Sustainable Ta (0P0001QH34)

11.74 +0.07 (+0.60%)
As of April 5 at 4:00 PM EDT. Market Open.
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DELL
  • Previous Close 11.67
  • YTD Return 7.05%
  • Expense Ratio 0.29%
  • Category Target-Date 2045
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 3M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.13
  • 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 2045

Fund Category

3M

Net Assets

2023-05-11

Inception Date

Performance Overview: 0P0001QH34

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Trailing returns as of 4/4/2024. Category is Target-Date 2045.

YTD Return

0P0001QH34
7.05%
Category
11.62%
 

1-Year Return

0P0001QH34
0.00%
Category
36.05%
 

3-Year Return

0P0001QH34
0.00%
Category
13.52%
 

5-Year Return

0P0001QH34
0.00%
Category
13.44%
 

Holdings: 0P0001QH34

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Top 6 Holdings (100.01% of Total Assets)

SymbolCompany% Assets
FSUMX
Fidelity Series Sustainable U.S. Market 50.78%
FNDMX
Fidelity Series Sust Non-US Dev Mrkt Fd 28.37%
FEMYX
Fidelity Series Sustainable Emerg Mkts 12.31%
FTLTX
Fidelity Series Long-Term Trs Bd Idx 5.55%
FIGDX
Fidelity Series Sustainable Invmt GrdBd 2.46%
FSTDX
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx 0.53%

Sector Weightings

Sector0P0001QH34
Technology   24.48%
Industrials   12.25%
Healthcare   10.23%
Energy   5.60%
Real Estate   1.60%
Utilities   1.58%

Recent News: 0P0001QH34

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Research Reports: 0P0001QH34

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