NasdaqGM - Delayed Quote • USD
Fidelity Advisor Sustainable Ta (0P0001QH3I)
At close: April 5 at 4:00 PM EDT
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
Fund Overview
Category | Target-Date 2055 |
Fund Family | Fidelity Investments |
Net Assets | 2.97M |
YTD Return | 7.05% |
Yield | -- |
Morningstar Rating | -- |
Inception Date | May 11, 2023 |
Fund Operations
Last Dividend | 0.11 |
Last Cap Gain | -- |
Holdings Turnover | -- |
Average for Category | -- |
Fees & Expenses
Expense | 0P0001QH3I | 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 | -- | 1.47% |
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
![MORNING_STAR_STYLE_BOX](https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif)
Morningstar Category
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