FSUDX:NASDAQ
Fidelity Sustainable Target Date Income Fund – FSUDX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 10.72 | 0.05 (+0.47%) | 10.06 - 10.72 | -- |
Market data as of 12:00AM 08/13/25. Quotes are delayed by at least 15 min.
Overview - FSUDX
The investment seeks high current income and, as a secondary objective, capital appreciation.
Investing at least 80% of assets in underlying funds that are (i) fidelity funds that invest in securities of issuers that the adviser believes have proven or improving sustainability practices or positive environmental, social and governance (ESG) characteristics, (ii) fidelity index funds that track an ESG index, and (iii) fidelity funds that do not have a principal ESG investment strategy but invest at least 80% of assets in U.S. and international sovereign or government-related debt securities that the fund adviser believes have positive ESG characteristics.
Growth of $10,000 (10 Years)
| Total Return | 5.97% |
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| Yield (Trailing 12 Mo.) | 3.06% |
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| Expense Ratio | 0.41% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $0.00 |
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| Management Tenure | 2 Years |
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| Fund Inception | 05/11/2023 |
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Trailing Total Returns - FSUDX
as of 07/31/2025
| Timeframe | FSUDX | S&P 500 | Target-Date Retirement |
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| 1 Month | -0.06% | 2.24% | 0.20% |
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| 3 Month | 2.46% | 14.21% | 3.95% |
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| Year-to-Date | 5.39% | 8.59% | 5.78% |
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| 1 Year | 5.63% | 16.33% | 6.85% |
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| 3 Year | -- | 17.10% | 5.87% |
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| 5 Year | -- | 15.88% | 3.87% |
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| 10 Year | -- | 13.66% | 4.35% |
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| Since Inception | 5.97% | 11.16% | -- |
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Sector Allocation - FSUDX
as of 07/31/2025
| Basic Materials | | 4.64% |
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| Consumer Cyclical | | 10.11% |
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| Financial Services | | 23.92% |
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| Real Estate | | 1.62% |
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| Consumer Defensive | | 4.24% |
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| Healthcare | | 7.04% |
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| Utilities | | 1.33% |
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| Communication Services | | 6.61% |
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| Energy | | 3.99% |
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| Industrials | | 15.54% |
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| Technology | | 20.95% |
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Asset Allocation - FSUDX
as of 07/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 8.58 | 8.58 |
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| Bond | 0.00 | | | 60.71 | 60.71 |
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| Other | 0.00 | | | 0.10 | 0.10 |
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| Foreign Stock | 0.00 | | | 13.14 | 13.14 |
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| Foreign Bond | 0.00 | | | 7.69 | 7.69 |
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| Total | 0.00 | | | 90.22 | 90.22 |
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| Cash | 8.43 | | | 18.21 | 9.78 |
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| Total Net Assets | $1.33M |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Bond Credit Quality - FSUDX
as of 07/31/2025
| AAA | | 90.21% |
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| AA | | 3.51% |
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| A | | 5.49% |
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| BBB | | 5.60% |
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| BB | | 0.09% |
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| B | | 0.00% |
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| Below B | | 0.00% |
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| Not Rated | | -4.90% |
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Top Ten Holdings - FSUDX
as of 07/31/2025
Valuation & Growth - FSUDX
as of 07/31/2025
| Valuation | FSUDX | Category Range |
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| Price/Earnings | 19.65 | |
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| Price/Book | 2.63 | |
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| Price/Sales | 2.09 | |
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| Price/Cash Flow | 14.04 | |
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| Dividend Yield | 2.25 | |
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| LT Earnings | 9.74 | |
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| Historical Earnings | 12.09 | |
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| Sales Growth | 5.95 | |
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| Cash-Flow Growth | 7.51 | |
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| Book-Value Growth | 6.5 | |
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