Fidelity Sustainable Target Date 2055 (FSZHX)
14.78
+0.10
(+0.68%)
USD |
Dec 19 2025
FSZHX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 3.60% |
| Stock | 87.80% |
| Bond | 8.22% |
| Convertible | 0.00% |
| Preferred | 0.15% |
| Other | 0.23% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 60.10% |
|---|---|
|
North America
|
58.97% |
| Canada | 4.40% |
| United States | 54.57% |
|
Latin America
|
1.13% |
| Brazil | 0.58% |
| Colombia | 0.02% |
| Mexico | 0.29% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.32% |
|---|---|
| United Kingdom | 5.34% |
|
Europe Developed
|
13.55% |
| Austria | 0.08% |
| Belgium | 0.56% |
| Denmark | 0.27% |
| Finland | 0.38% |
| France | 2.56% |
| Germany | 2.27% |
| Greece | 0.13% |
| Ireland | 1.37% |
| Italy | 0.73% |
| Netherlands | 1.48% |
| Norway | 0.20% |
| Portugal | 0.06% |
| Spain | 0.94% |
| Sweden | 0.88% |
| Switzerland | 1.44% |
|
Europe Emerging
|
0.08% |
| Poland | 0.03% |
| Turkey | 0.05% |
|
Africa And Middle East
|
1.34% |
| Israel | 0.23% |
| Saudi Arabia | 0.29% |
| South Africa | 0.62% |
| United Arab Emirates | 0.21% |
| Greater Asia | 16.12% |
|---|---|
| Japan | 4.60% |
|
Australasia
|
0.54% |
| Australia | 0.52% |
|
Asia Developed
|
5.79% |
| Hong Kong | 0.72% |
| Singapore | 0.42% |
| South Korea | 1.70% |
| Taiwan | 2.95% |
|
Asia Emerging
|
5.20% |
| China | 3.15% |
| India | 1.74% |
| Indonesia | 0.18% |
| Malaysia | 0.06% |
| Philippines | 0.01% |
| Thailand | 0.06% |
| Unidentified Region | 3.46% |
|---|
Bond Credit Quality Exposure
| AAA | 0.34% |
| AA | 97.99% |
| A | 0.40% |
| BBB | 0.65% |
| 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 | 0.62% |
| Short Term | 0.00% |
As of October 31, 2025
Stock Sector Exposure
| Cyclical |
|
31.97% |
| Materials |
|
3.80% |
| Consumer Discretionary |
|
8.76% |
| Financials |
|
18.19% |
| Real Estate |
|
1.23% |
| Sensitive |
|
45.35% |
| Communication Services |
|
6.51% |
| Energy |
|
3.30% |
| Industrials |
|
12.30% |
| Information Technology |
|
23.25% |
| Defensive |
|
10.91% |
| Consumer Staples |
|
3.50% |
| Health Care |
|
6.17% |
| Utilities |
|
1.24% |
| Not Classified |
|
11.77% |
| Non Classified Equity |
|
0.07% |
| Not Classified - Non Equity |
|
11.70% |
As of October 31, 2025
Bond Sector Exposure
As of October 31, 2025
| Type | % Net |
|---|---|
| Government | 98.69% |
| Corporate | 0.76% |
| Securitized | 0.52% |
| Municipal | 0.00% |
| Other | 0.03% |
Bond Maturity Exposure
| Short Term |
|
0.34% |
| Less than 1 Year |
|
0.34% |
| Intermediate |
|
3.15% |
| 1 to 3 Years |
|
0.34% |
| 3 to 5 Years |
|
0.73% |
| 5 to 10 Years |
|
2.09% |
| Long Term |
|
96.47% |
| 10 to 20 Years |
|
40.75% |
| 20 to 30 Years |
|
55.58% |
| Over 30 Years |
|
0.13% |
| Other |
|
0.04% |
As of October 31, 2025