Fidelity Advisor Sustainable Target Date 2015 Fund - Class A is a target-date mutual fund designed for investors planning to retire or begin withdrawing assets around the year 2015. The fund’s primary objective is to provide high current income, with capital appreciation as a secondary goal. It achieves this by allocating at least 80% of its assets to underlying Fidelity funds, focusing on those that invest in issuers with proven or improving sustainability practices, or positive environmental, social, and governance (ESG) characteristics. The fund may include Fidelity index funds that track ESG indices and other Fidelity funds targeting U.S. and international government-related debt securities with favorable ESG profiles. Notably, the fund maintains a concentrated portfolio, with its top ten holdings accounting for nearly all assets, and it emphasizes diversification across asset classes and geographies. With an expense ratio of 0.67%, the fund applies Fidelity’s proprietary sustainable investing research in its selection process, aiming to balance risk, income generation, and sustainable investment principles for individuals near or in retirement.
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