Fidelity Advisor Sustainable Target Date 2050 M (FSZAX)
13.07
-0.17
(-1.28%)
USD |
Jun 13 2025
FSZAX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.34% |
| Stock | 85.57% |
| Bond | 8.04% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 2.93% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 58.79% |
|---|---|
|
North America
|
57.60% |
| Canada | 4.30% |
| United States | 53.30% |
|
Latin America
|
1.19% |
| Brazil | 0.64% |
| Colombia | 0.02% |
| Mexico | 0.22% |
As of April 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 22.78% |
|---|---|
| United Kingdom | 6.09% |
|
Europe Developed
|
15.06% |
| Austria | 0.03% |
| Belgium | 0.51% |
| Denmark | 0.50% |
| Finland | 0.32% |
| France | 2.72% |
| Germany | 2.91% |
| Greece | 0.13% |
| Ireland | 1.61% |
| Italy | 0.94% |
| Netherlands | 1.76% |
| Norway | 0.27% |
| Portugal | 0.07% |
| Spain | 0.60% |
| Sweden | 1.11% |
| Switzerland | 1.48% |
|
Europe Emerging
|
0.10% |
| Poland | 0.04% |
| Turkey | 0.03% |
|
Africa And Middle East
|
1.53% |
| Israel | 0.29% |
| Saudi Arabia | 0.39% |
| South Africa | 0.55% |
| United Arab Emirates | 0.29% |
| Greater Asia | 14.95% |
|---|---|
| Japan | 4.56% |
|
Australasia
|
0.57% |
| Australia | 0.51% |
|
Asia Developed
|
4.20% |
| Hong Kong | 0.24% |
| Singapore | 0.46% |
| South Korea | 1.11% |
| Taiwan | 2.37% |
|
Asia Emerging
|
5.62% |
| China | 3.66% |
| India | 1.59% |
| Indonesia | 0.20% |
| Malaysia | 0.14% |
| Philippines | 0.02% |
| Unidentified Region | 3.48% |
|---|
Bond Credit Quality Exposure
| AAA | 0.17% |
| AA | 80.24% |
| A | 0.17% |
| BBB | 0.21% |
| BB | 0.00% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 19.22% |
| Short Term | 0.00% |
As of April 30, 2025
Stock Sector Exposure
| Cyclical |
|
32.92% |
| Materials |
|
3.94% |
| Consumer Discretionary |
|
8.75% |
| Financials |
|
18.95% |
| Real Estate |
|
1.27% |
| Sensitive |
|
41.87% |
| Communication Services |
|
5.41% |
| Energy |
|
3.98% |
| Industrials |
|
12.48% |
| Information Technology |
|
20.00% |
| Defensive |
|
13.57% |
| Consumer Staples |
|
4.35% |
| Health Care |
|
7.89% |
| Utilities |
|
1.33% |
| Not Classified |
|
11.64% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
11.61% |
As of April 30, 2025
Bond Sector Exposure
As of April 30, 2025
| Type | % Net |
|---|---|
| Government | 99.50% |
| Corporate | 0.30% |
| Securitized | 0.19% |
| Municipal | 0.00% |
| Other | 0.01% |
Bond Maturity Exposure
| Short Term |
|
18.98% |
| Less than 1 Year |
|
18.98% |
| Intermediate |
|
1.25% |
| 1 to 3 Years |
|
0.09% |
| 3 to 5 Years |
|
0.31% |
| 5 to 10 Years |
|
0.85% |
| Long Term |
|
79.76% |
| 10 to 20 Years |
|
34.12% |
| 20 to 30 Years |
|
45.58% |
| Over 30 Years |
|
0.06% |
| Other |
|
0.01% |
As of April 30, 2025