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Fidelity Advisor Sustainable Ta (0P0001QH3I)

11.74 +0.08 (+0.69%)
At close: April 5 at 4:00 PM EDT
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  • Previous Close 11.66
  • YTD Return 7.05%
  • Expense Ratio 0.29%
  • Category Target-Date 2055
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.97M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.11
  • 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 2055

Fund Category

2.97M

Net Assets

2023-05-11

Inception Date

More about Fidelity Advisor Sustainable Ta

Performance Overview: 0P0001QH3I

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Trailing returns as of 4/4/2024. Category is Target-Date 2055.

YTD Return

0P0001QH3I
7.05%
Category
12.13%
 

1-Year Return

0P0001QH3I
0.00%
Category
37.63%
 

3-Year Return

0P0001QH3I
0.00%
Category
13.82%
 

5-Year Return

0P0001QH3I
0.00%
Category
13.76%
 

Holdings: 0P0001QH3I

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Top 6 Holdings (100.01% of Total Assets)

SymbolCompany% Assets
FSUMX
FSUMX 50.78%
FNDMX
FNDMX 28.37%
FEMYX
FEMYX 12.32%
FTLTX
FTLTX 5.55%
FIGDX
FIGDX 2.46%
FSTDX
FSTDX 0.53%

Sector Weightings

Sector0P0001QH3I
Technology   24.48%
Financial Services   17.58%
Industrials   12.25%
Consumer Cyclical   10.67%
Healthcare   10.23%
Communication Services   6.24%
Energy   5.60%
Consumer Defensive   5.37%
Basic Materials   4.39%
Real Estate   1.60%
Utilities   1.58%
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Recent News: 0P0001QH3I

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Research Reports: 0P0001QH3I

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Top Mutual Funds

WWWFX Kinetics Internet No Load
80.29
+5.26%
 
KINAX Kinetics Internet Adv A
72.51
+5.25%
 
KINCX Kinetics Internet Adv C
59.25
+5.24%
 
KMKNX Kinetics Market Opportunities No Load
58.75
+3.49%
 
KMKCX Kinetics Market Opportunities Adv C
54.60
+3.49%
 
KMKAX Kinetics Market Opportunities Adv A
57.67
+3.48%
 
KMKYX Kinetics Market Opportunities Inst
59.77
+3.48%
 
KNPYX Kinetics Paradigm Instl
106.01
+2.89%
 
KNPCX Kinetics Paradigm Adv C
88.77
+2.89%
 
KNPAX Kinetics Paradigm Adv A
99.35
+2.88%
 
WWNPX Kinetics Paradigm No Load
104.51
+2.87%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
23.71
+2.51%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
26.58
+2.51%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
27.84
+2.50%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
26.34
+2.49%
 
KSOAX Kinetics Small Cap Opportunities Adv A
133.62
+2.33%
 
KSCYX Kinetics Small Cap Opportunities Inst
142.98
+2.33%
 
KSCOX Kinetics Small Cap Opportunities No Load
139.47
+2.33%
 
KSOCX Kinetics Small Cap Opportunities Adv C
125.13
+2.32%
 
ENPSX ProFunds UltraSector Energy Fund
38.45
+2.29%
 
ENPIX ProFunds UltraSector Energy Fund
45.33
+2.28%
 
PSCNX Penn Capital Special Sits Sm Cp Eq Inst
15.65
+2.22%
 
BRUSX Bridgeway Ultra-Small Company
29.41
+2.05%
 
FAGNX Fidelity Advisor Energy M
49.86
+1.90%
 
MMEAX Victory Integrity Discovery A
41.91
+1.90%
 
FNRCX Fidelity Advisor Energy C
44.16
+1.89%
 
FANAX Fidelity Advisor Energy A
48.49
+1.89%
 
MMMMX Victory Integrity Discovery Member
42.04
+1.89%
 
FSENX Fidelity Select Energy Portfolio
63.17
+1.89%
 
MMECX Victory Integrity Discovery C
25.38
+1.89%
 
MMEYX Victory Integrity Discovery Y
47.61
+1.88%
 
FIKAX Fidelity Advisor Energy Z
51.44
+1.88%
 
FANIX Fidelity Advisor Energy I
51.50
+1.88%
 
LAMGX Lord Abbett Micro Cap Growth A
15.73
+1.75%
 
LCMGX Lord Abbett Micro Cap Growth Fund
18.71
+1.74%
 
LMIYX Lord Abbett Micro Cap Growth I
19.45
+1.73%
 
LFMGX Lord Abbett Micro Cap Growth F
19.45
+1.73%
 
BRSVX Bridgeway Small-Cap Value
39.83
+1.71%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
153.94
+1.70%
 
WISGX Segall Bryant & Hamill Small Cap GrInstl
20.69
+1.62%
 
RPMAX Reinhart Genesis PMV Investor
16.47
+1.60%
 
RPMFX Reinhart Genesis PMV Advisor
16.60
+1.59%
 
CSCRX Columbia Small Cap Growth Inst2
26.98
+1.58%
 
FCVCX Fidelity Advisor Small Cap Value C
16.71
+1.58%
 
TCMSX Voya Small Cap Growth I
47.01
+1.58%
 
VLNPX Voya Small Cap Growth R6
47.07
+1.58%
 
CMSCX Columbia Small Cap Growth Inst
26.45
+1.57%
 
CGOAX Columbia Small Cap Growth A
23.95
+1.57%
 
CGOCX Columbia Small Cap Growth C
16.84
+1.57%
 
CHHRX Columbia Small Cap Growth Adv
28.52
+1.57%
 
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
20.10
+1.57%
 
COAGX Caldwell & Orkin - Gator Capital L/S Fd
44.20
+1.56%
 
CSGYX Columbia Small Cap Growth Inst3
27.45
+1.55%
 
FCDTX Fidelity Stock Selector Small Cap Fund
34.79
+1.55%
 
CCRIX Columbia Small Cap Growth Fund
23.02
+1.54%
 
BUIOX Buffalo Early Stage Growth Instl
16.48
+1.54%
 
RYPNX Royce Small-Cap Opportunity Invmt
16.54
+1.53%
 
LMVVX Lord Abbett Focused Small Cap Value R5
30.48
+1.53%
 
FCVTX Fidelity Advisor Small Cap Value M
19.25
+1.53%
 
FCDAX Fidelity Stock Selector Small Cap Fund
36.55
+1.53%
 
LMVWX Lord Abbett Focused Small Cap Value R6
30.57
+1.53%
 
LMVOX Lord Abbett Focused Small Cap Value F3
30.57
+1.53%
 
FDSCX Fidelity Stock Selector Small Cap
37.92
+1.53%
 
FCDCX Fidelity Stock Selector Small Cap Fund
31.39
+1.52%
 
FSCDX Fidelity Advisor Small Cap A
31.39
+1.52%
 
FZAOX Fidelity Advisor Small Cap Z
36.74
+1.52%
 
BDFFX Baron Discovery Fund
27.41
+1.52%
 
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
38.12
+1.52%
 
FCDIX Fidelity Stock Selector Small Cap Fund
38.16
+1.52%
 
BDFUX Baron Discovery Fund
28.19
+1.51%
 
FSCTX Fidelity Advisor Small Cap M
27.53
+1.51%
 
FCVAX Fidelity Advisor Small Cap Value A
20.16
+1.51%
 
FCVIX Fidelity Advisor Small Cap Value I
20.89
+1.51%
 
FCPVX Fidelity Small Cap Value Fund
20.89
+1.51%
 
FIMPX Nuveen Small Cap Growth Opp I
33.70
+1.51%
 
FSCIX Fidelity Advisor Small Cap I
36.43
+1.50%
 
FIKNX Fidelity Advisor Small Cap Value Z
20.92
+1.50%
 
LMVYX Lord Abbett Focused Small Cap Value I
30.47
+1.50%
 
FSCEX Fidelity Advisor Small Cap C
19.01
+1.49%
 
LFVAX Lord Abbett Focused Small Cap Value A
27.87
+1.49%
 
ROFIX Royce Small-Cap Opportunity Instl
17.00
+1.49%
 
LFSFX Lord Abbett Focused Small Cap Value F
30.64
+1.49%
 
BUFOX Buffalo Early Stage Growth Fd
16.35
+1.49%
 
LFVCX Lord Abbett Focused Small Cap Value C
29.30
+1.49%
 
RYOFX Royce Small-Cap Opportunity Svc
15.04
+1.48%
 
FMPFX Nuveen Small Cap Growth Opp R6
34.24
+1.48%
 
BDFIX Baron Discovery Fund
28.18
+1.48%
 
BIPIX ProFunds Biotechnology UltraSector Fund
70.38
+1.47%
 
FRMPX Nuveen Small Cap Growth Opp A
25.53
+1.47%
 
FIKBX Fidelity Advisor Financials Z
32.80
+1.45%
 
BIPSX ProFunds Biotechnology UltraSector Fund
44.21
+1.45%
 
FAFDX Fidelity Advisor Financials A
31.66
+1.44%
 
NPSGX Nicholas Partners Small Cap Gr Instl
16.25
+1.44%
 
WAMCX Wasatch Ultra Growth
33.24
+1.43%
 
DVSMX Driehaus Small Cap Growth Investor
22.66
+1.43%
 
FAFSX Fidelity Advisor Financials M
31.23
+1.43%
 
WGMCX Wasatch Ultra Growth Institutional
33.39
+1.43%
 
FFSIX Fidelity Advisor Financials I
32.83
+1.42%
 
FAFCX Fidelity Advisor Financials C
29.31
+1.42%
 
VTSIX Vanguard Tax-Managed Small Cap I
91.62
+1.42%