Fidelity Sustainable Target Date 2025 Fund is an open-end mutual fund designed to align with the retirement needs of investors targeting retirement in or around the year 2025. As a target date allocation fund, its primary objective is to achieve high total return until the target retirement year, transitioning thereafter to prioritize high current income, with capital appreciation as a secondary goal. The fund is structured with a glide path that gradually shifts its asset allocation from growth-oriented investments to more income-focused assets as the retirement date approaches, helping to manage risk over time. A notable characteristic is its commitment to sustainability, as the fund invests in underlying funds that emphasize environmental, social, and governance (ESG) criteria. Managed by an experienced team at Fidelity, the fund plays a significant role in the retirement planning space, particularly for individuals seeking portfolios that are both adaptive to changing time horizons and aligned with sustainable investment principles. The expense ratio for the fund is competitively low, and it does not charge shareholder fees, making it an accessible option for retirement savers focused on both sustainability and prudent asset allocation.
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