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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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 holdings926
% of assets73%
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 Canada0.29%$45,374
- 2. Transurban Group0.07%$11,205
- 3. QBE Insurance Group Ltd0.02%$2,912
- 4. Allianz SE0.15%$22,789
- 5. AstraZeneca PLC0.32%$49,841
- 6. ASX Ltd0.02%$2,768
- 7. Standard Chartered PLC0.1%$15,532
- 8. GSK PLC0.18%$27,592
- 9. GSK PLC0.14%$21,841
- 10. National Grid PLC0.08%$11,818
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.25%$38,156
- 2. Astera Labs Inc0.05%$8,450
- 3. GameStop Corp<0.01%$767
- 4. Constellation Software Inc/Canada0.08%$12,886
- 5. Nuvalent Inc<0.01%$404
- 6. Kratos Defense & Security Solutions, Inc.0.01%$2,185
- 7. Patrick Industries Inc0.01%$1,949
- 8. Agilysys Inc<0.01%$1,342
- 9. Viking Therapeutics Inc<0.01%$1,068
- 10. Dillard's Inc<0.01%$305
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
26.0
$1.39M
8.92%
Prisons high risk
8.0
$52,736
0.34%
Private prisons
0.0
$0
0%
Borders
33.0
$1.48M
9.52%
Borders high risk
17.0
$153,763
0.99%
Total
43.0
$1.58M
10%
Holdings — 43 flagged holdings
1.
Amazon.com Inc
:$354,674
2.28%
2.
Alphabet Inc
:$294,737
1.89%
3.
Microsoft Corp
:$273,425
1.76%
4.
Alphabet Inc
:$266,753
1.71%
5.
Airbus SE
:$32,265
0.21%
6.
Walmart Inc
$26,231
0.17%
7.
HSBC Holdings PLC
:$24,583
0.16%
8.
Salesforce Inc
:$24,475
0.16%
9.
L3Harris Technologies Inc
:$22,953
0.15%
10.
Smiths Group PLC
:$20,161
0.13%
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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