Fidelity Advisor Sustainable Target Date 2015 Fund - Class I
FSVUX
NASDAQ
| Weiss Ratings | FSVUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSVUX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (3), Andrew J Dierdorf (2), Brett F. Sumsion (2), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSVUX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Advisor Sustainable Target Date 2015 Fund - Class I | |||
| Category | Target-Date 2015 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 11, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSVUX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.66% | |||
| Dividend | FSVUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.86% | |||
| Asset Allocation | FSVUX-NASDAQ | Click to Compare |
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| Cash | 3.57% | |||
| Stock | 39.94% | |||
| U.S. Stock | 19.95% | |||
| Non-U.S. Stock | 19.99% | |||
| Bond | 56.44% | |||
| U.S. Bond | 50.32% | |||
| Non-U.S. Bond | 6.12% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | FSVUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.91% | |||
| 30-Day Total Return | 2.88% | |||
| 60-Day Total Return | 2.38% | |||
| 90-Day Total Return | 7.52% | |||
| Year to Date Total Return | 6.21% | |||
| 1-Year Total Return | 13.76% | |||
| 2-Year Total Return | 21.15% | |||
| 3-Year Total Return | 31.28% | |||
| 5-Year Total Return | -- | |||
| Price | FSVUX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FSVUX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $11.78 | |||
| 1-Month High NAV | $12.11 | |||
| 52-Week Low NAV | $11.01 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $12.11 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSVUX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 7.03 | |||
| Balance Sheet | FSVUX-NASDAQ | Click to Compare |
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| Total Assets | 1.70M | |||
| Operating Ratios | FSVUX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.42% | |||
| Turnover Ratio | 27.00% | |||
| Performance | FSVUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.98% | |||
| Last Bear Market Total Return | -- | |||