Fidelity Sustainable Target Date 2050 Fund - Fidelity Investments
Shareclass
Fidelity Sustainable Target Date 2050 Fund (FSYWX)
Type
Open-end mutual fund
Manager
Filing
Target date
Fidelity Sustainable Target Date Fund - Fidelity Investments
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Sustainable Target Date 2050 Fund - Fidelity Investments
FUND COVERAGE
# of holdings1,028
% of assets75%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.26%$39,009
- 2. Transurban Group0.06%$8,930
- 3. QBE Insurance Group Ltd0.02%$2,669
- 4. Allianz SE0.14%$20,593
- 5. AstraZeneca PLC0.09%$13,071
- 6. AstraZeneca PLC0.03%$4,015
- 7. ASX Ltd0.02%$2,729
- 8. Standard Chartered PLC0.11%$16,901
- 9. CAR Group Ltd<0.01%$1,297
- 10. GSK PLC0.16%$23,689
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. KBC Ancora0.03%$5,176
- 2. Shopify Inc0.28%$42,564
- 3. Astera Labs Inc0.05%$7,185
- 4. FTAI Aviation Ltd0.09%$14,358
- 5. GameStop Corp<0.01%$807
- 6. Constellation Software Inc/Canada0.1%$15,604
- 7. Nuvalent Inc<0.01%$455
- 8. Kratos Defense & Security Solutions Inc0.03%$3,925
- 9. U-Haul Holding Co0.02%$2,940
- 10. U-Haul Holding Co0.02%$2,806
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Sustainable Target Date 2050 Fund - Fidelity Investments
Totals
Holdings
Assets
Weight
Prisons
28.0
$1.33M
8.73%
Prisons high risk
8.0
$51,892
0.34%
Private prisons
1.0
$5
<0.01%
Borders
33.0
$1.47M
9.69%
Borders high risk
17.0
$174,635
1.15%
Total
46.0
$1.57M
10%
Holdings — 46 flagged holdings
1.
Alphabet Inc
:$305,443
2.01%
2.
Microsoft Corp
:$301,427
1.98%
3.
Amazon.com Inc
:$301,205
1.98%
4.
Alphabet Inc
:$213,626
1.4%
5.
Airbus SE
:$40,038
0.26%
6.
RELX PLC
:$30,542
0.2%
7.
Salesforce Inc
:$27,936
0.18%
8.
L3Harris Technologies Inc
:$26,989
0.18%
9.
Walmart Inc
$26,042
0.17%
10.
HSBC Holdings PLC
:$24,294
0.16%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Sustainable Target Date 2050 Fund - Fidelity Investments FSYWX
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Social
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