Fidelity Sustainable Target Date 2050 Fund

Shareclass
Fidelity Sustainable Target Date 2050 (FSYWX)
Type
Open-end mutual fund
Target date
Fidelity Sustainable Target Date Series
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
9.62%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
90
holdings flagged
9.19%
of assets flagged
This fund contains
 $545,694 invested 
in holdings flagged for deforestation risk
Fidelity has huge investments in companies like Bunge, Noble Group, Golden-Agri Resources and Resolute Forest Products that grow, trade or use palm oil, cattle and soy in their products but have failed to eliminate deforestation and human rights abuses from their operations. This means Fidelity has a key role to play in voting for No Deforestation policies at these companies and engaging with company management to make sure these policies are implemented. Tell Fidelity to adopt a No Deforestation Policy!
Sign the petition
producers
Commodity producers
12 holdings
0.48% of assets
$28,577 invested
banks
Banks and lenders
20 holdings
2.39% of assets
$141,668 invested
consumers
Major consumer brands
63 holdings
6.45% of assets
$382,710 invested
Commodity producers
Commodity producers
12 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
12 HOLDINGS
  • % of portfolio
    $ invested
  • 1. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.22%0.22% of portfolio
    $12,773$12,773 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 2. Marubeni Corp
    Timber producerRubber producerPaper/pulp producer
    0.04%0.04% of portfolio
    $2,083$2,083 invested
    Timber producerRubber producerPaper/pulp producer
  • 3. Hormel Foods Corp
    Soy producerCattle producer
    0.03%0.03% of portfolio
    $2,050$2,050 invested
    Soy producerCattle producer
  • 4. Dexco SA
    Timber producer
    0.03%0.03% of portfolio
    $2,005$2,005 invested
    Timber producer
  • 5. International Paper Co
    Paper/pulp producer
    0.03%0.03% of portfolio
    $1,815$1,815 invested
    Paper/pulp producer
View next 5
Banks and lenders
Banks and lenders
20 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
20 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.63%0.63% of portfolio
    $37,375$37,375 invested
  • 2. Bank of America Corp
    0.48%0.48% of portfolio
    $28,752$28,752 invested
  • 3. Morgan Stanley
    0.16%0.16% of portfolio
    $9,681$9,681 invested
  • 4. Citigroup Inc
    0.15%0.15% of portfolio
    $8,979$8,979 invested
  • 5. Sumitomo Mitsui Financial Group Inc
    0.12%0.12% of portfolio
    $7,286$7,286 invested
View next 5
Major consumer brands
Major consumer brands
63 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
63 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.41%1.41% of portfolio
    $83,837$83,837 invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Shell PLC ADR (Representing - Ordinary Shares)
    Soy major consumer brandPalm oil major consumer brand
    0.4%0.4% of portfolio
    $23,978$23,978 invested
    Soy major consumer brandPalm oil major consumer brand
  • 3. RELX PLC
    Paper/pulp major consumer brand
    0.35%0.35% of portfolio
    $20,882$20,882 invested
    Paper/pulp major consumer brand
  • 4. Lowe's Companies Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
    0.33%0.33% of portfolio
    $19,338$19,338 invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
  • 5. Lvmh Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.32%0.32% of portfolio
    $19,249$19,249 invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Oct 2024
Financial performance
Performance data provided byMorningstarFind more financial data on FSYWX at Morningstar.com
Current fund
FSYWX
Fidelity Sustainable Target Date 2050 Fund
Family
Fidelity Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
-10.67% less in annualized returns
More invested in commodity producers 
0.31% more invested
Less invested in banks and lenders 
0.22% less invested
Less invested in major consumer brands 
5.2% less invested
Current fund
FSYWX
Fidelity Sustainable Target Date 2050 Fund
Family
Fidelity Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
-10.67% less in annualized returns
More invested in commodity producers 
0.31% more invested
Less invested in banks and lenders 
0.22% less invested
Less invested in major consumer brands 
5.2% less invested
Current fund
FSYWX
Fidelity Sustainable Target Date 2050 Fund
Family
Fidelity Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
-10.67% less in annualized returns
More invested in commodity producers 
0.31% more invested
Less invested in banks and lenders 
0.22% less invested
Less invested in major consumer brands 
5.2% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
FSYWX - Fidelity Sustainable Target Date 2050 Fund
23%
/
/
/
0.48% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0.17% 
Fund compared to benchmark
 
-10.67%
/
/
/
0.31%  higher
Find more financial data on FSYWX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer