Fidelity Sustainable Target Date 2035 Fund
Shareclass
Fidelity Sustainable Target Date 2035 (FSXKX)
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 2035 Fund FSXKX
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$3,100 invested
- 2. QBE Insurance Group Ltd0.01% of assets$1,344 invested
- 3. Allianz SE0.12% of assets$12,058 invested
- 4. AstraZeneca PLC ADR0.05% of assets$5,066 invested
- 5. AstraZeneca PLC0.04% of assets$3,703 invested
- 6. ASX Ltd<0.01% of assets$784 invested
- 7. Standard Chartered PLC0.07% of assets$7,120 invested
- 8. CAR Group Ltd<0.01% of assets$832 invested
- 9. GSK PLC ADR0.08% of assets$8,236 invested
- 10. GSK PLC0.05% of assets$5,294 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$3,009 invested
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.21% of assets$20,120 invested
- 3. Astera Labs Inc0.08% of assets$7,373 invested
- 4. FTAI Aviation Ltd0.06% of assets$5,555 invested
- 5. GameStop Corp Class A<0.01% of assets$432 invested
- 6. Constellation Software Inc0.04% of assets$4,362 invested
- 7. Nuvalent Inc Class A<0.01% of assets$179 invested
- 8. Kratos Defense & Security Solutions Inc0.04% of assets$3,605 invested
- 9. Agilysys Inc0.01% of assets$1,136 invested
- 10. Viking Therapeutics Inc<0.01% of assets$463 invested
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Financial performance
Performance data provided by
Find more financial data on FSXKX at Morningstar.com
Find more financial data on FSXKX 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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More from Invest Your Values
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