Fidelity Sustainable Target Date 2050 Fund

Shareclass

Fidelity Sustainable Target Date 2050 (FSYWX)

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

85.8

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 101 out of 706 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
0.08% of assets
$4,935 invested
2. QBE Insurance Group Ltd
0.03% of assets
$1,650 invested
3. Allianz SE
0.1% of assets
$5,733 invested
4. Sanofi SA ADR
0.02% of assets
$1,273 invested
5. AstraZeneca PLC
0.24% of assets
$14,394 invested
6. AstraZeneca PLC ADR
0.07% of assets
$4,344 invested
7. Standard Chartered PLC
0.09% of assets
$5,404 invested
8. GSK PLC
0.05% of assets
$2,947 invested
9. GSK PLC ADR
0.03% of assets
$1,547 invested
10. National Grid PLC
0.04% of assets
$2,310 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. TKO Group Holdings Inc
0.01% of assets
$774 invested
2. KBC Ancora SA
0.04% of assets
$2,237 invested
3. Liberty Energy Inc Class A
0.03% of assets
$1,747 invested
4. LGI Homes Inc
<0.01% of assets
$259 invested
5. Viper Energy Inc Ordinary Shares - Class A
0.02% of assets
$1,334 invested
6. Verra Mobility Corp Class A
<0.01% of assets
$404 invested
7. ACV Auctions Inc Ordinary Shares - Class A
0.02% of assets
$1,128 invested
8. Constellation Software Inc
0.14% of assets
$8,160 invested
9. Carvana Co Class A
0.11% of assets
$6,529 invested
10. Kratos Defense & Security Solutions Inc
0.03% of assets
$1,530 invested

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Financial performance

Performance data provided by

Find more financial data on FSYWX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Sustainable Target Date 2050 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

FSYWX

Fidelity Sustainable Target Date 2050 Fund

Family

Fidelity Investments

Category

Target-Date 2050

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: 11/30/24

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

11% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

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

FSYWX

Fidelity Sustainable Target Date 2050 Fund

Family

Fidelity Investments

Category

Target-Date 2050

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: 11/30/24

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

11% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

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

FSYWX

Fidelity Sustainable Target Date 2050 Fund

Family

Fidelity Investments

Category

Target-Date 2050

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: 11/30/24

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

11% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

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: 11/30/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FSYWX - Fidelity Sustainable Target Date 2050 Fund

23%

55 / 100 points

Benchmark

34%

11%

16%

13%

55 / 100 points

Fund compared to benchmark

-10.67%

Same

Find more financial data on FSYWX at Morningstar.com

What's next?

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