About FSVUX
Fidelity Advisor Sustainable Target Date 2015 Fund Class I is a target-date mutual fund designed to support individuals approaching or in retirement, with an emphasis on sustainable investing. The fund utilizes a glide path approach, meaning its asset allocation gradually becomes more conservative as the target date, in this case 2015, is reached and surpassed. The fund draws extensively on Fidelity’s proprietary environmental, social, and governance (ESG) research and ratings, focusing its portfolio on investments that demonstrate strong sustainable practices. This sustainability overlay aims to align long-term financial objectives with considerations related to environmental impact, social responsibility, and corporate governance.
Primarily, the fund serves those who anticipated retiring around 2015, offering broad diversification across asset classes to manage risk as investors age. Its strategy combines Fidelity’s long-standing expertise in target date fund management with a distinct focus on sustainable investing, supported by one of the industry's largest asset allocation research teams. Within the broader market, this fund occupies a notable position at the intersection of retirement planning and responsible investing, catering to investors who seek both capital preservation and alignment with ESG values.
Fund Family Fidelity
Category Target-Date 2015
Stock Exchange Nasdaq
Ticker Symbol FSVUX
Share Class Class I
Index Index is not provided by Management Company
FSVUX had a total return of 5.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.45%.
