Fidelity Sustainable Target Date 2030 Fund
Shareclass
Fidelity Sustainable Target Date 2030 (FSXAX)
Type
Open-end mutual fund
Manager
Target date
Fidelity Sustainable Target Date Series
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Sustainable Target Date 2030 Fund FSXAX
Environment
Social
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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 Group0.03% of assets$3,242 invested
- 2. QBE Insurance Group Ltd0.01% of assets$1,406 invested
- 3. Allianz SE0.11% of assets$12,613 invested
- 4. AstraZeneca PLC ADR0.04% of assets$5,144 invested
- 5. AstraZeneca PLC0.03% of assets$3,874 invested
- 6. ASX Ltd<0.01% of assets$820 invested
- 7. Standard Chartered PLC0.06% of assets$7,448 invested
- 8. CAR Group Ltd<0.01% of assets$871 invested
- 9. GSK PLC ADR0.07% of assets$8,363 invested
- 10. GSK PLC0.05% of assets$5,537 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. KBC Ancora SA0.03% of assets$3,148 invested
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.18% of assets$20,837 invested
- 3. Astera Labs Inc0.06% of assets$7,486 invested
- 4. FTAI Aviation Ltd0.05% of assets$5,641 invested
- 5. GameStop Corp Class A<0.01% of assets$439 invested
- 6. Constellation Software Inc0.04% of assets$4,563 invested
- 7. Nuvalent Inc Class A<0.01% of assets$182 invested
- 8. Kratos Defense & Security Solutions Inc0.03% of assets$3,660 invested
- 9. Agilysys Inc<0.01% of assets$1,154 invested
- 10. Viking Therapeutics Inc<0.01% of assets$471 invested
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Financial performance
Performance data provided by
Find more financial data on FSXAX at Morningstar.com
Find more financial data on FSXAX at Morningstar.comGender Equality and Returns
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
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