Fidelity Sustainable Target Date Series

Fidelity Investments
Rated as Fidelity Sustainable Target Date 2050 Fund
Portfolio date Jul 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Poor
Fossil fuel insurance
Fossil fuel insurance
Fair
Deforestation
Deforestation
Poor

Social
scorecard

Gender equality
Gender equality
Good
Civilian firearms
Civilian firearms
Poor
Prison industrial complex
Prison industrial complex
Fair
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

Military weapons grade
The Fidelity Sustainable Target Date Series has 3.37% exposure to arms manufacturers and military contractors.

Military weapons grade

D
Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
3.37% invested in military contractors.
Screen# of holdings% of portfolio
Nuclear weapons252.6%
Controversial weapons71.15%
All military contractors433.37%
Nuclear weapons
Top 5 holdings

Nuclear weapons

  1. GE Aerospace
    0.6%
  2. BAE Systems PLC
    0.43%
  3. Airbus SE
    0.27%
  4. Northrop Grumman Corp
    0.24%
  5. Larsen & Toubro Ltd
    0.18%
Controversial weapons
Top 5 holdings

Controversial weapons

  1. BAE Systems PLC
    0.43%
  2. Northrop Grumman Corp
    0.24%
  3. Larsen & Toubro Ltd
    0.18%
  4. Rheinmetall AG
    0.18%
  5. Lockheed Martin Corp
    0.08%
All military contractors
Top 5 holdings

All military contractors

  1. GE Aerospace
    0.6%
  2. BAE Systems PLC
    0.43%
  3. Airbus SE
    0.27%
  4. Northrop Grumman Corp
    0.24%
  5. Mitsubishi Heavy Industries Ltd
    0.24%
Company research sourced from
Stockholm International Peace Research InstitutePAX

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

Fidelity Sustainable Target Date 2010 Fund
Fidelity Sustainable Target Date 2015 Fund
Fidelity Sustainable Target Date 2020 Fund
Fidelity Sustainable Target Date 2025 Fund
Fidelity Sustainable Target Date 2030 Fund
Fidelity Sustainable Target Date 2035 Fund
Fidelity Sustainable Target Date 2040 Fund
Fidelity Sustainable Target Date 2045 Fund
Fidelity Sustainable Target Date 2050 Fund
Fidelity Sustainable Target Date 2055 Fund
Fidelity Sustainable Target Date 2060 Fund
Fidelity Sustainable Target Date 2065 Fund
Fidelity Sustainable Target Date Income Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

FSUZX
FSVCX
FSVGX
FSVEX
FSVHX
FSUYX
FSVKX
FSVMX
FSVOX
FSVPX
FSVUX
FSVTX
FSVWX
FSVNX
FSVZX
FSWBX
FSWEX
FSWGX
FSWJX
FSWHX
FSWKX
FSWDX
FSWMX
FSWNX
FSWQX
FSWRX
FSWUX
FSWSX
FSWVX
FSWOX
FSWYX
FSWZX
FSXBX
FSXCX
FSXEX
FSXDX
FSXFX
FSXAX
FSXHX
FSXJX
FSXLX
FSXNX
FSXQX
FSXOX
FSXRX
FSXKX
FSXTX
FSXUX
FSXWX
FSXYX
FSYBX
FSXZX
FSYDX
FSXVX
FSYFX
FSYGX
FSYLX
FSYOX
FSYQX
FSYPX
FSYSX
FSYHX
FSYUX
FSYVX
FSYYX
FSYZX
FSZBX
FSZAX
FSZCX
FSYWX
FSZFX
FSZGX
FSZJX
FSZKX
FSZMX
FSZLX
FSZNX
FSZHX
FSZQX
FSZRX
FSZTX
FSZVX
FSZYX
FSZWX
FTDLX
FSZSX
FTGKX
FTGNX
FTGUX
FTGYX
FTHBX
FTGZX
FTHDX
FTGPX
FTHGX
FTHHX
FSUEX
FSUFX
FSUJX
FSUHX
FSULX
FSUDX
FSUOX
FSUWX



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