Fidelity Advisor Sustainable Target Date 2025 Fund Class C is a target date mutual fund designed for investors planning to retire or reach a key financial milestone around the year 2025. The fund uses a diversified asset allocation strategy that gradually shifts from higher-risk, growth-oriented investments to more conservative holdings as the target date approaches, aiming to balance long-term growth with increasing capital preservation as retirement nears. What distinguishes this fund is its explicit focus on sustainability: it invests primarily in underlying funds or securities that meet rigorous environmental, social, and governance (ESG) criteria, leveraging Fidelity’s proprietary ESG research and ratings throughout its investment process. This sustainable approach is intended to address investor preferences for responsible investing, while still seeking to deliver retirement readiness. Managed by Fidelity’s experienced asset allocation team, the fund integrates research on diversification, investor behavior, and capital markets. It plays a significant role within the retirement planning landscape as a solution for individuals and plan sponsors seeking a managed, ESG-integrated glide path to and through retirement. The Class C share structure offers features tailored to specific financial intermediary preferences, typically with levelized fees and no up-front sales charge.
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