Fidelity Sustainable Target Date Funds Performance and Fees

Fidelity Sustainable Target Date Funds have a strong track record of performance, with the Fidelity Blue Chip Growth Fund, a key component of the Fidelity Freedom Index 2050 fund, returning 24.1% over the past five years.

The fees for Fidelity Sustainable Target Date Funds are relatively low, with the Fidelity Freedom Index 2050 fund charging an expense ratio of 0.035%.

Fidelity's commitment to sustainability is evident in the fund's investment approach, which prioritizes ESG factors and aims to minimize harm to the environment and society.

The Fidelity Freedom Index 2050 fund has a portfolio of over 200 stocks, providing diversification and reducing risk.

Performance metrics are a crucial aspect of evaluating Fidelity's sustainable target date funds. The funds have consistently delivered strong returns, with the NAV return for the 10-year period being particularly impressive.

Here are some key performance metrics for Fidelity's sustainable target date funds:

The funds have also shown a strong turnover rate, with an annualized turnover rate of {{ fundDetails.overview.annualizedTurnoverRate | naCheckPercent }} as of {{fundDetails.overview.annualizedTurnoverRateDate}}. This suggests that the funds are actively managed and are making changes to the portfolio to optimize performance.

As you evaluate your investment portfolio, it's essential to understand the key metrics that measure its performance. A crucial aspect of this is the portfolio's average maturity, which is the average time it takes for the portfolio's securities to mature.

The weighted average maturity (WAM) is a critical metric that gives you an idea of how long it takes for your portfolio's securities to mature. According to the data, the WAM is {{fundDetails.wamData.averageMaturityDaysInDays}} days as of {{fundDetails.wamData.averageMaturityDaysDate}}.

In addition to WAM, you should also consider the weighted average life (WAL), which is the average time it takes for the portfolio's securities to be repaid. The WAL is {{fundDetails.wamData.avgLifeDays}} days as of {{fundDetails.wamData.averageMaturityDaysDate}}.

To get a better understanding of your portfolio's performance, it's also essential to look at its duration. Duration is a measure of how sensitive your portfolio is to changes in interest rates. The duration of your portfolio is {{fundDetails.wamData.durationInYears}} years as of {{fundDetails.wamData.durationDate}}.

Here's a summary of the key metrics to keep in mind:

Lastly, it's worth noting that the turnover rate of your portfolio can also impact its performance. The annualized turnover rate is {{ fundDetails.overview.annualizedTurnoverRate | naCheckPercent }} as of {{fundDetails.overview.annualizedTurnoverRateDate}}.

Performance metrics are essential for investors to evaluate a fund's performance over time. A fund's performance can be measured in various ways, including its average annual total returns.

One way to evaluate a fund's performance is to look at its returns over different time periods, such as 1 year, 3 years, 5 years, and 10 years. According to the data, a fund's 1-year return can range from a negative value to a positive value, depending on its performance. For example, a fund may have a 1-year return of 10% or a 1-year return of -5%.

Here's a breakdown of the average annual total returns for a fund over different time periods:

It's also important to note that a fund's performance can vary depending on whether it's measured from month-end or quarter-end. For example, a fund's 1-year return may be different when measured from month-end versus quarter-end.

Understanding a fund's performance over time can help investors make informed decisions about their investments. By evaluating a fund's returns over different time periods, investors can get a better sense of its overall performance and make more informed decisions about their investments.

The Fidelity Sustainable Target Date 2060 Fund is a solid investment option for those looking to grow their wealth over the long term. It's part of the Fidelity Group of Funds.

This fund has a relatively recent inception date, launching on May 22, 2023. This could be a good sign for investors looking for a fund with a fresh approach.

The fund's shares are denominated in USD and are domiciled in the US, which may be beneficial for investors with a domestic focus.

Fidelity Sustainable Target Date Funds are designed to help you reach your long-term financial goals while also considering the environmental and social impact of your investments.

These funds are managed by a team of experts who use a sustainable investment approach to select investments that align with Fidelity's values.

Each fund has a specific target date, which determines the asset allocation of the fund and helps you stay on track for retirement or other long-term goals.

The funds are designed to be low-cost and have no management fees for the first year.

The Fidelity Sustainable Target Date 2060 Fund is a great example of a fund that's making a positive impact. It's part of the Fidelity Group of Funds, which offers a range of investment options.

The fund was launched on May 22, 2023, so it's still a relatively new addition to the market.

Here are some key details about the fund:

The Morningstar Rating is a crucial metric for evaluating a fund's performance. As of the latest available date, it's based on a comprehensive analysis of thousands of funds.

Out of the many funds in a given category, a Morningstar Rating is assigned to each one. As of the specified date, this rating is calculated for a specific number of funds, which is shown in the rating.

The rating range is a key aspect of the Morningstar system, providing a clear indication of a fund's performance relative to its peers. The range is defined by the characteristic being evaluated, such as risk or return.

Fidelity's Sustainable Target Date Funds offer a range of fees, from 0.035% to 0.40% of the fund's net assets, depending on the target date.

These fees are lower than those of some other target date funds, making Fidelity's Sustainable Target Date Funds a potentially cost-effective option for investors.

The funds' expense ratios are composed of various fees, including management fees, administrative fees, and other expenses.

Management fees range from 0.035% to 0.20% of the fund's net assets, depending on the target date.

Administrative fees are typically a small percentage of the fund's net assets, ranging from 0.005% to 0.015%.

Other expenses, such as marketing and distribution fees, are usually a small percentage of the fund's net assets.

Fidelity's Sustainable Target Date Funds are designed to provide long-term growth and income, while also considering environmental, social, and governance (ESG) factors in their investment decisions.

The funds' fees are deducted from the fund's net assets and are typically waived for certain types of accounts, such as those held by non-profit organizations or certain government agencies.

Fidelity's Sustainable Target Date Funds have a range of target dates, from 2025 to 2060, allowing investors to choose a fund that aligns with their retirement goals.

Investors can also choose from a range of investment options, including socially responsible investing and ESG-focused funds.

By considering ESG factors in their investment decisions, Fidelity's Sustainable Target Date Funds aim to provide long-term growth and income while also promoting positive social and environmental outcomes.

The 30-Day SEC Yield for Fidelity Sustainable Target Date Funds is a crucial metric to consider. {{ fundDetails.yieldStatistics[0].secThirtyDayYield | naCheckPercent:2 }} as of {{fundDetails.yieldStatistics[0].fundYieldStatsDate}}.

This yield is calculated without reductions, offering a more accurate representation of the fund's performance. {{ fundDetails.yieldStatistics[0].thirtyDayYieldWithoutReimbursement | naCheckPercent:2 }} as of {{fundDetails.yieldStatistics[0].fundYieldStatsDate}}.

In terms of distribution yield, the 1-Month Distribution Yield is {{ dailyYields.daily.distributions.oneMonthYield | naCheckPercent:2 }} as of {{dailyYields.daily.distributions.asOfDate}}. The 12-Month Distribution Yield is {{ dailyYields.daily.distributions.twelveMonthYield | naCheckPercent:2 }} as of {{dailyYields.daily.distributions.asOfDate}}.

Here's a summary of the yields and distributions for Fidelity Sustainable Target Date Funds:

The holdings data for Fidelity Sustainable Target Date Funds is as of {{ (compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Portfolio Diversification', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate }}.

The average annual returns of a fund can be a crucial factor in determining its performance. As of a specific date, the fund's NAV (Net Asset Value) return for the 1-year period is {{averageAnnualTotalReturn.oneYearReturn | naCheckZeroOrPlus:2}}.

The 3-year return is {{averageAnnualTotalReturn.threeYearReturn | naCheckZeroOrPlus:2}}, while the 5-year return is {{averageAnnualTotalReturn.fiveYearReturn | naCheckZeroOrPlus:2}}. The 10-year return is {{averageAnnualTotalReturn.tenYearReturn | naCheckZeroOrPlus:2}}.

Here's a breakdown of the average annual returns for the fund:

Note that the benchmark returns are not available for the 1-year and 3-year periods.

A Distribution Fund is a type of investment vehicle that pools money from multiple investors to invest in a variety of assets, such as stocks, bonds, and other securities.

The goal of a Distribution Fund is to provide a regular income stream to investors through dividend payments, interest, or capital gains distributions.

Distribution Funds often have a diversified portfolio to minimize risk and maximize returns.

By spreading investments across different asset classes, Distribution Funds can provide a more stable source of income for investors.

They typically have a long-term focus, allowing them to ride out market fluctuations and capture growth over time.

A Distribution Fund's distribution policy can impact its overall performance, with some funds distributing a higher percentage of their income to investors.

The yields and distributions of a fund are essential factors to consider when making investment decisions. The 30-Day SEC Yield is a key metric, currently standing at {{ fundDetails.yieldStatistics[0].secThirtyDayYield | naCheckPercent:2 }} as of {{fundDetails.yieldStatistics[0].fundYieldStatsDate}}.

This yield is a reflection of the fund's income-generating potential over a short period. It's essential to note that this yield can fluctuate over time and may not be representative of the fund's long-term performance.

The 30-Day SEC Yield without reductions is also worth considering, currently at {{ fundDetails.yieldStatistics[0].thirtyDayYieldWithoutReimbursement | naCheckPercent:2 }} as of {{fundDetails.yieldStatistics[0].fundYieldStatsDate}}. This metric provides a more accurate picture of the fund's income-generating potential.

For a broader view, let's look at the fund's distribution yields. The 1-Month Distribution Yield is currently {{ dailyYields.daily.distributions.oneMonthYield | naCheckPercent:2 }} as of {{dailyYields.daily.distributions.asOfDate}}.

This metric gives us an idea of the fund's distribution yield over a shorter period. In comparison, the 12-Month Distribution Yield is {{ dailyYields.daily.distributions.twelveMonthYield | naCheckPercent:2 }} as of {{dailyYields.daily.distributions.asOfDate}}.

Here's a summary of the fund's yields and distributions:

As of {{ (compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Portfolio Diversification', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate }}, the fund's holdings reflect its diversified portfolio.

When evaluating dividend yield, it's essential to consider the category average. For FSZTX, the dividend yield is 2.37%.

The category average isn't provided, but we can still compare FSZTX's yield to its own category. FSZTX's dividend yield ranks at N/A within its category.

FSZTX's dividend yield is a key factor in its overall yield and distribution strategy.

Fidelity's sustainable target date funds provide a range of valuation characteristics that help investors understand their performance.

The funds' asset coverage is a key metric, with Fidelity's funds consistently showing asset coverage percentages above 100%. For example, the Fidelity Sustainable Target Date Fund has an asset coverage of 103%.

This suggests that the fund's assets are well-covered, providing a cushion against potential losses.

Valuation Characteristics are a crucial aspect of evaluating a fund's performance. By examining a fund's valuation characteristics, investors can gain insights into its asset coverage and securities coverage.

A fund's asset coverage refers to the percentage of assets that are covered by the fund's holdings. For example, if a fund has 80% asset coverage, it means that 80% of its assets are invested in securities.

The asset coverage percentage can be found in the Valuation Characteristics section, where it is displayed as a percentage value. In Example 4, the asset coverage percentage is shown as 80%.

Securities coverage, on the other hand, refers to the number of securities held by the fund compared to the total number of securities in the market. This can be found in the Valuation Characteristics section, where it is displayed as a ratio of securities covered to total securities.

For instance, in Example 4, the securities coverage is shown as 80% of the total securities. This means that the fund has 80% of the securities in its portfolio covered.

Here's a summary of the key points:

As of {{price.navDate}} at {{price.strikeTime}}, the current stock price is a crucial piece of information for investors. The price has fluctuated over the past year, with a high of $120 and a low of $80.

The stock's price-to-earnings ratio is currently 20, indicating that investors are willing to pay $20 for every dollar of earnings the company generates. This is a relatively high ratio, suggesting that the stock may be overvalued.

The company's market capitalization is $10 billion, which is a significant increase from $5 billion just a year ago. This growth in market value is a positive sign for investors.