Fidelity Advisor Sustainable Target Date 2065 Fund Class I is a target-date mutual fund designed to help investors plan for retirement anticipated around the year 2065. The fund’s primary objective is to provide high current income, with capital appreciation as a secondary goal. It achieves this by investing at least 80% of its assets in underlying Fidelity funds that focus on companies deemed to have strong or improving sustainability practices, implementing environmental, social, and governance (ESG) criteria in its investment decisions. The fund’s portfolio is diversified across domestic and international equities, as well as fixed income, with an asset allocation that reflects the long investment horizon typical of target-date strategies. Notable holdings include sustainable U.S. and non-U.S. market funds, as well as emerging markets and long-term treasury bonds. This sustainable approach aims to address both long-term growth and responsible investing. The fund began operations in May 2023 and maintains a relatively low expense ratio, offering a cost-efficient solution for retirement savers seeking to align their investments with sustainability values.
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