Fidelity Sustainable Target Date 2030 Fund

Shareclass

Fidelity Sustainable Target Date 2030 (FSXAX)

Type

Open-end mutual fund

Manager

Fidelity Investments

Target date

Fidelity Sustainable Target Date Series

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

82.4

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 121 out of 683 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Transurban Group
0.05% of assets
$3,705 invested
2. QBE Insurance Group Ltd
0.02% of assets
$1,497 invested
3. Allianz SE
0.09% of assets
$6,822 invested
4. AstraZeneca PLC
0.12% of assets
$8,982 invested
5. AstraZeneca PLC ADR
0.06% of assets
$4,496 invested
6. ASX Ltd
0.01% of assets
$1,026 invested
7. Standard Chartered PLC
0.08% of assets
$6,261 invested
8. GSK PLC ADR
0.06% of assets
$4,625 invested
9. GSK PLC
0.02% of assets
$1,461 invested
10. National Grid PLC
0.03% of assets
$2,253 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. GRAIL Inc
<0.01% of assets
$510 invested
2. Trump Media & Technology Group Corp
<0.01% of assets
$121 invested
3. KBC Ancora SA
0.03% of assets
$1,953 invested
4. FTAI Aviation Ltd
0.04% of assets
$3,106 invested
5. Chewy Inc
<0.01% of assets
$358 invested
6. Liberty Energy Inc Class A
0.01% of assets
$863 invested
7. LGI Homes Inc
<0.01% of assets
$129 invested
8. Viper Energy Inc Ordinary Shares - Class A
<0.01% of assets
$205 invested
9. Verra Mobility Corp Class A
<0.01% of assets
$245 invested
10. ACV Auctions Inc Ordinary Shares - Class A
<0.01% of assets
$722 invested

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Financial performance

Performance data provided by

Find more financial data on FSXAX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Sustainable Target Date 2030 Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

FSXAX

Fidelity Sustainable Target Date 2030 Fund

Family

Fidelity Investments

Category

Target-Date 2030

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

3.52% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FSXAX

Fidelity Sustainable Target Date 2030 Fund

Family

Fidelity Investments

Category

Target-Date 2030

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

3.52% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FSXAX

Fidelity Sustainable Target Date 2030 Fund

Family

Fidelity Investments

Category

Target-Date 2030

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

3.52% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FSXAX - Fidelity Sustainable Target Date 2030 Fund

4.7%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-3.52%

Same

Find more financial data on FSXAX at Morningstar.com

What's next?

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Action toolkit

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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