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Fidelity Advisor Sustainable Ta (0P0001QH34)

11.74 +0.07 (+0.60%)
As of April 5 at 4:00 PM EDT. Market Open.

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.

Fidelity Advisor Sustainable Ta

BOSTON MA 02210
245 SUMMER STREET
617-563-7000

Fund Overview

Category Target-Date 2045
Fund Family Fidelity Investments
Net Assets 3M
YTD Return 7.05%
Yield --
Morningstar Rating --
Inception Date May 11, 2023

Fund Operations

Last Dividend 0.13
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001QH34 Category Average
Annual Report Expense Ratio (net) 0.29% 0.45%
Prospectus Net Expense Ratio 0.29% --
Prospectus Gross Expense Ratio 0.29% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.35%
Max Deferred Sales Load -- 1.50%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Bruno Weinberg Crocco, Lead Manager since May 11, 2023
Bruno Weinberg Crocco is a co-manager of the fund, which he has co-managed since February 2022. He also manages other funds. Since joining Fidelity Investments in 2010, Mr. Crocco has worked as a research analyst and portfolio manager.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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