NasdaqGM - Delayed Quote USD

Fidelity Sustainable Target Dat (0P0001QH1N)

10.50 0.00 (0.00%)
At close: April 5 at 4:00 PM EDT

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%

Overall Portfolio Composition (%)

Cash 5.75%
Stocks 38.17%
Bonds 56.00%
Others 0.07%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 40.46%
AAA 84.03%
AA 4.12%
A 6.30%
BBB 7.74%
BB 0.00%
B 0.00%
Below B 0.00%
Other -2.19%

Equity Holdings

Average 0P0001QH1N Category Average
Price/Earnings 0.05 22.84
Price/Book 0.37 2.91
Price/Sales 0.51 2.15
Price/Cashflow 0.07 13.66
Median Market Cap 82,197.01 75,652.63
3 Year Earnings Growth 19.54 11.27

Bond Holdings

Average 0P0001QH1N Category Average
Maturity 9.19 5.77
Duration 2.64 5.7
Credit Quality -- --

Performance & Risk

YTD Return 1.65%
5y Average Return 0.00%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Target-Date 2015
Fund Family Fidelity Investments
Net Assets 1.11M
YTD Return 2.52%
Yield --
Morningstar Rating --
Inception Date May 11, 2023

Fund Summary

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.

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