N-CSRS false 0000880195 N-1A Fidelity Aberdeen Street Trust
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-CSR
CERTIFIED SHAREHOLDER REPORT OF REGISTERED
MANAGEMENT INVESTMENT COMPANIES
Investment Company Act file number 811-06440
Fidelity Aberdeen Street Trust
(Exact name of registrant as specified in charter)
245 Summer St., Boston, MA 02210
(Address of principal executive offices) (Zip code)
Nicole Macarchuk, Secretary
245 Summer St.
Boston, Massachusetts 02210
(Name and address of agent for service)
Registrant's telephone number, including area code:
617-563-7000
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Date of fiscal year end: | March 31 |
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Date of reporting period: | September 30, 2024 |
This report on Form N-CSR relates solely to the Registrant’s Fidelity Sustainable Target Date 2010 Fund, Fidelity Sustainable Target Date 2015 Fund, Fidelity Sustainable Target Date 2020 Fund, Fidelity Sustainable Target Date 2025 Fund, Fidelity Sustainable Target Date 2030 Fund, Fidelity Sustainable Target Date 2035 Fund, Fidelity Sustainable Target Date 2040 Fund, Fidelity Sustainable Target Date 2045 Fund, Fidelity Sustainable Target Date 2050 Fund, Fidelity Sustainable Target Date 2055 Fund, Fidelity Sustainable Target Date 2060 Fund, Fidelity Sustainable Target Date 2065 Fund, Fidelity Sustainable Target Date 2070 Fund, and Fidelity Sustainable Target Date Income Fund (the “Funds”).
Item 1.
Reports to Stockholders
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| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity Advisor® Sustainable Target Date 2070 Fund Class M : FRCYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class M A | $ 26 | 0.99% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918301.100 7667-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity® Sustainable Target Date 2070 Fund Class K : FRCRX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class K A | $ 11 | 0.39% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918295.100 7664-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity Advisor® Sustainable Target Date 2015 Fund Class M : FSVTX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 47 | 0.92% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914950.100 7394-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity Advisor® Sustainable Target Date 2060 Fund Class A : FSZTX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 39 | 0.74% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915029.100 7473-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity Advisor® Sustainable Target Date 2070 Fund Class C : FRDCX |
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This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class C A | $ 40 | 1.48% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918303.100 7668-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity® Sustainable Target Date 2055 Fund Class K6 : FSZRX |
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This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 15 | 0.29% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915027.100 7471-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity Advisor® Sustainable Target Date 2045 Fund Class M : FSYPX |
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This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 52 | 0.99% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915004.100 7448-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity Advisor® Sustainable Target Date 2025 Fund Class A : FSWQX |
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This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 36 | 0.70% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914966.100 7410-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity Advisor® Sustainable Target Date 2030 Fund Class A : FSXBX |
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This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 37 | 0.71% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914975.100 7419-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity® Sustainable Target Date 2020 Fund Class K : FSWMX |
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This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 17 | 0.33% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914963.100 7407-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity Advisor® Sustainable Target Date Income Fund Class M : FSUHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 47 | 0.91% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914932.100 7376-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity Advisor® Sustainable Target Date 2045 Fund Class Z : FSYSX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915006.100 7450-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity Advisor® Sustainable Target Date 2020 Fund Class M : FSWHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 48 | 0.93% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914959.100 7403-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity® Sustainable Target Date 2070 Fund : FRCQX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Fidelity® Sustainable Target Date 2070 Fund A | $ 13 | 0.49% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918293.100 7663-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity Advisor® Sustainable Target Date 2050 Fund Class M : FSZAX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 52 | 0.99% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915013.100 7457-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity Advisor® Sustainable Target Date 2045 Fund Class A : FSYLX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 39 | 0.74% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915002.100 7446-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity® Sustainable Target Date 2015 Fund : FSVNX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2015 Fund | $ 22 | 0.42% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914947.100 7391-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity Advisor® Sustainable Target Date 2015 Fund Class I : FSVUX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 22 | 0.42% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914951.100 7395-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity Advisor® Sustainable Target Date 2060 Fund Class Z : FTDLX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915033.100 7477-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity Advisor® Sustainable Target Date 2065 Fund Class I : FTHBX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915041.100 7485-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity Advisor® Sustainable Target Date 2050 Fund Class Z : FSZCX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915015.100 7459-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity Advisor® Sustainable Target Date 2015 Fund Class Z : FSVWX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 17 | 0.32% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914952.100 7396-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity® Sustainable Target Date 2050 Fund : FSYWX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2050 Fund | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915010.100 7454-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity® Sustainable Target Date 2015 Fund Class K : FSVZX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 17 | 0.32% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914954.100 7398-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity Advisor® Sustainable Target Date 2015 Fund Class C : FSVPX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 73 | 1.42% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914949.100 7393-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity Advisor® Sustainable Target Date 2055 Fund Class I : FSZMX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915023.100 7467-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity Advisor® Sustainable Target Date 2040 Fund Class Z : FSYDX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 20 | 0.38% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914997.100 7441-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity® Sustainable Target Date 2055 Fund : FSZHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2055 Fund | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915019.100 7463-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity® Sustainable Target Date 2065 Fund : FTGPX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2065 Fund | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915037.100 7481-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity Advisor® Sustainable Target Date 2070 Fund Class Z : FRDEX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class Z A | $ 11 | 0.39% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918307.100 7670-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity Advisor® Sustainable Target Date 2040 Fund Class C : FSXYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 77 | 1.48% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914994.100 7438-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity® Sustainable Target Date 2010 Fund Class K6 : FSVMX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 11 | 0.21% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914946.100 7390-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity® Sustainable Target Date 2040 Fund Class K6 : FSYGX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 15 | 0.28% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915000.100 7444-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity® Sustainable Target Date 2025 Fund Class K : FSWYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 18 | 0.35% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914972.100 7416-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity Advisor® Sustainable Target Date 2010 Fund Class A : FSUZX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 34 | 0.66% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914939.100 7383-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity Advisor® Sustainable Target Date 2055 Fund Class Z : FSZNX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915024.100 7468-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity Advisor® Sustainable Target Date 2020 Fund Class I : FSWJX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 22 | 0.43% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914960.100 7404-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity Advisor® Sustainable Target Date Income Fund Class I : FSUJX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 21 | 0.41% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914933.100 7377-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity Advisor® Sustainable Target Date 2035 Fund Class Z : FSXRX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 19 | 0.37% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914988.100 7432-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity® Sustainable Target Date 2055 Fund Class K : FSZQX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915026.100 7470-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity Advisor® Sustainable Target Date Income Fund Class A : FSUEX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 34 | 0.66% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914930.100 7374-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity Advisor® Sustainable Target Date 2030 Fund Class I : FSXEX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 24 | 0.46% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914978.100 7422-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity® Sustainable Target Date Income Fund : FSUDX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date Income Fund | $ 21 | 0.41% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914929.100 7373-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity Advisor® Sustainable Target Date 2070 Fund Class A : FRCWX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class A A | $ 20 | 0.74% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918299.100 7666-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity Advisor® Sustainable Target Date 2065 Fund Class A : FTGUX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 39 | 0.74% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915038.100 7482-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity Advisor® Sustainable Target Date 2010 Fund Class C : FSVCX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 73 | 1.41% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914940.100 7384-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity® Sustainable Target Date 2020 Fund : FSWDX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2020 Fund | $ 22 | 0.43% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914956.100 7400-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity® Sustainable Target Date Income Fund Class K6 : FSUWX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 11 | 0.21% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914937.100 7381-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity® Sustainable Target Date 2060 Fund Class K : FTGKX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915035.100 7479-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity Advisor® Sustainable Target Date 2030 Fund Class C : FSXCX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 76 | 1.46% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914976.100 7420-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity® Sustainable Target Date 2050 Fund Class K6 : FSZGX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 15 | 0.29% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915018.100 7462-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity Advisor® Sustainable Target Date 2060 Fund Class I : FSZYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915032.100 7476-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity Advisor® Sustainable Target Date 2055 Fund Class M : FSZLX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 52 | 0.99% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915022.100 7466-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity® Sustainable Target Date 2050 Fund Class K : FSZFX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915017.100 7461-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity Advisor® Sustainable Target Date 2065 Fund Class C : FTGYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 78 | 1.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915039.100 7483-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity Advisor® Sustainable Target Date 2020 Fund Class A : FSWEX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 35 | 0.68% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914957.100 7401-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity® Sustainable Target Date 2045 Fund : FSYHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2045 Fund | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915001.100 7445-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity Advisor® Sustainable Target Date 2025 Fund Class Z : FSWVX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 18 | 0.35% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914970.100 7414-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity Advisor® Sustainable Target Date 2025 Fund Class M : FSWSX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 49 | 0.95% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914968.100 7412-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity Advisor® Sustainable Target Date 2010 Fund Class I : FSVGX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 21 | 0.41% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914942.100 7386-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity Advisor® Sustainable Target Date 2060 Fund Class C : FSZVX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 78 | 1.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915030.100 7474-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity® Sustainable Target Date 2010 Fund Class K : FSVKX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 16 | 0.31% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914945.100 7389-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity Advisor® Sustainable Target Date 2040 Fund Class A : FSXWX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 38 | 0.73% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914993.100 7437-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity® Sustainable Target Date 2030 Fund : FSXAX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2030 Fund | $ 24 | 0.46% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914974.100 7418-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity Advisor® Sustainable Target Date 2020 Fund Class C : FSWGX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 74 | 1.43% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914958.100 7402-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity® Sustainable Target Date 2065 Fund Class K6 : FTHHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 15 | 0.29% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915045.100 7489-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity® Sustainable Target Date 2030 Fund Class K : FSXHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 19 | 0.36% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914981.100 7425-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity Advisor® Sustainable Target Date Income Fund Class C : FSUFX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 72 | 1.41% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914931.100 7375-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity Advisor® Sustainable Target Date Income Fund Class Z : FSULX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 16 | 0.31% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914934.100 7378-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity Advisor® Sustainable Target Date 2055 Fund Class C : FSZKX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 78 | 1.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915021.100 7465-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity Advisor® Sustainable Target Date 2010 Fund Class Z : FSVHX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 16 | 0.31% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914943.100 7387-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity Advisor® Sustainable Target Date 2040 Fund Class M : FSXZX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 51 | 0.98% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914995.100 7439-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity® Sustainable Target Date 2060 Fund Class K6 : FTGNX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 15 | 0.29% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915036.100 7480-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity® Sustainable Target Date 2060 Fund : FSZSX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2060 Fund | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915028.100 7472-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity Advisor® Sustainable Target Date 2035 Fund Class I : FSXQX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 24 | 0.47% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914987.100 7431-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity® Sustainable Target Date 2035 Fund : FSXKX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2035 Fund | $ 25 | 0.47% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914983.100 7427-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity® Sustainable Target Date 2045 Fund Class K6 : FSYVX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 15 | 0.29% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915009.100 7453-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity® Sustainable Target Date 2030 Fund Class K6 : FSXJX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 14 | 0.26% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914982.100 7426-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity® Sustainable Target Date 2065 Fund Class K : FTHGX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915044.100 7488-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity® Sustainable Target Date 2015 Fund Class K6 : FSWBX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 11 | 0.22% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914955.100 7399-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2055 Fund Fidelity Advisor® Sustainable Target Date 2055 Fund Class A : FSZJX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2055 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 39 | 0.74% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,261,234 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915020.100 7464-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity® Sustainable Target Date 2025 Fund : FSWOX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2025 Fund | $ 23 | 0.45% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914965.100 7409-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity Advisor® Sustainable Target Date 2065 Fund Class M : FTGZX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 52 | 0.99% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915040.100 7484-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity® Sustainable Target Date 2020 Fund Class K6 : FSWNX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 12 | 0.23% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914964.100 7408-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity® Sustainable Target Date 2070 Fund Class K6 : FRCVX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class K6 A | $ 8 | 0.29% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918297.100 7665-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date Income Fund Fidelity® Sustainable Target Date Income Fund Class K : FSUOX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date Income Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 16 | 0.31% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,165,797 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 72.1 |
| International Equity Funds | 14.0 |
| Domestic Equity Funds | 8.1 |
| Short-Term Funds | 5.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 44.1 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 21.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 8.4 | |
| Fidelity Series Sustainable U.S. Market Fund | 8.1 | |
| Fidelity Series Treasury Bill Index Fund | 5.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 5.6 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 0.7 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914936.100 7380-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2060 Fund Fidelity Advisor® Sustainable Target Date 2060 Fund Class M : FSZWX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2060 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 52 | 0.99% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,581,235 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915031.100 7475-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity® Sustainable Target Date 2035 Fund Class K6 : FSXUX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 14 | 0.27% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914991.100 7435-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity Advisor® Sustainable Target Date 2045 Fund Class C : FSYOX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 78 | 1.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915003.100 7447-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity® Sustainable Target Date 2040 Fund : FSXVX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2040 Fund | $ 25 | 0.48% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914992.100 7436-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2020 Fund Fidelity Advisor® Sustainable Target Date 2020 Fund Class Z : FSWKX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2020 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 17 | 0.33% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,914,543 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 52.3 |
| International Equity Funds | 24.2 |
| Domestic Equity Funds | 23.3 |
| Short-Term Funds | 0.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 32.3 | |
| Fidelity Series Sustainable U.S. Market Fund | 23.3 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 15.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 8.6 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8.0 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 4.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 3.7 | |
| Fidelity Series Treasury Bill Index Fund | 0.2 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914961.100 7405-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity Advisor® Sustainable Target Date 2050 Fund Class A : FSYYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 39 | 0.74% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915011.100 7455-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity Advisor® Sustainable Target Date 2030 Fund Class Z : FSXFX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 19 | 0.36% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914979.100 7423-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity Advisor® Sustainable Target Date 2035 Fund Class C : FSXNX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 76 | 1.47% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914985.100 7429-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2030 Fund Fidelity Advisor® Sustainable Target Date 2030 Fund Class M : FSXDX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2030 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 50 | 0.96% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,820,166 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 8% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 37.8 |
| Domestic Equity Funds | 32.0 |
| International Equity Funds | 30.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 32.0 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 22.2 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 20.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 10.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 6.5 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.3 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.8 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914977.100 7421-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity Advisor® Sustainable Target Date 2050 Fund Class C : FSYZX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 78 | 1.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915012.100 7456-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity® Sustainable Target Date 2045 Fund Class K : FSYUX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915008.100 7452-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity Advisor® Sustainable Target Date 2025 Fund Class I : FSWUX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 24 | 0.45% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914969.100 7413-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2045 Fund Fidelity Advisor® Sustainable Target Date 2045 Fund Class I : FSYQX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2045 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,918,268 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 15% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915005.100 7449-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity® Sustainable Target Date 2010 Fund : FSUYX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-544-8544 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Fidelity® Sustainable Target Date 2010 Fund | $ 21 | 0.41% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914938.100 7382-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity® Sustainable Target Date 2025 Fund Class K6 : FSWZX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K6 | $ 13 | 0.25% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914973.100 7417-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2010 Fund Fidelity Advisor® Sustainable Target Date 2010 Fund Class M : FSVEX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2010 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 47 | 0.91% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,137,784 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 11% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 67.1 |
| International Equity Funds | 16.7 |
| Domestic Equity Funds | 12.4 |
| Short-Term Funds | 3.8 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 41.3 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 16.6 | |
| Fidelity Series Sustainable U.S. Market Fund | 12.4 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10.3 | |
| Fidelity Series Sustainable Emerging Markets Fund | 6.4 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Treasury Bill Index Fund | 3.8 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.4 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914941.100 7385-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity Advisor® Sustainable Target Date 2035 Fund Class A : FSXLX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 37 | 0.72% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914984.100 7428-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2065 Fund Fidelity Advisor® Sustainable Target Date 2065 Fund Class Z : FTHDX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2065 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class Z | $ 20 | 0.39% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $3,007,785 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 9% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915042.100 7486-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2050 Fund Fidelity Advisor® Sustainable Target Date 2050 Fund Class I : FSZBX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2050 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 26 | 0.49% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,660,101 | |
| Number of Holdings | 5 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9915014.100 7458-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity Advisor® Sustainable Target Date 2040 Fund Class I : FSYBX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class I | $ 25 | 0.48% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914996.100 7440-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity Advisor® Sustainable Target Date 2035 Fund Class M : FSXOX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class M | $ 50 | 0.97% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914986.100 7430-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2035 Fund Fidelity® Sustainable Target Date 2035 Fund Class K : FSXTX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2035 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 19 | 0.37% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $4,481,900 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 22% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 38.1 |
| International Equity Funds | 34.2 |
| Bond Funds | 27.7 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 38.1 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 22.9 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 16.4 | |
| Fidelity Series Sustainable Emerging Markets Fund | 11.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.3 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 2.3 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914990.100 7434-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2025 Fund Fidelity Advisor® Sustainable Target Date 2025 Fund Class C : FSWRX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2025 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class C | $ 75 | 1.45% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $2,211,356 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 44.4 |
| Domestic Equity Funds | 28.1 |
| International Equity Funds | 27.5 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 28.1 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 25.0 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 18.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 10.6 | |
| Fidelity Series Sustainable Emerging Markets Fund | 9.3 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 4.9 | |
| Fidelity Series International Developed Markets Bond Index Fund | 3.9 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914967.100 7411-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2015 Fund Fidelity Advisor® Sustainable Target Date 2015 Fund Class A : FSVOX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2015 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class A | $ 35 | 0.67% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $1,141,685 | |
| Number of Holdings | 9 | |
| Portfolio Turnover | 13% | |
What did the Fund invest in?
(as of September 30, 2024)
| Bond Funds | 60.7 |
| International Equity Funds | 20.4 |
| Domestic Equity Funds | 17.9 |
| Short-Term Funds | 1.0 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 37.7 | |
| Fidelity Series Sustainable U.S. Market Fund | 17.9 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 12.9 | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 10.9 | |
| Fidelity Series Sustainable Emerging Markets Fund | 7.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 5.5 | |
| Fidelity Series International Developed Markets Bond Index Fund | 4.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 2.6 | |
| Fidelity Series Treasury Bill Index Fund | 1.0 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914948.100 7392-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2070 Fund Fidelity Advisor® Sustainable Target Date 2070 Fund Class I : FRDDX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2070 Fund for the period June 28, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-877-208-0098 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
Class I A | $ 13 | 0.49% | |
AExpenses for the full reporting period would be higher.
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $571,788 | |
| Number of Holdings | 5 | |
Portfolio TurnoverA | 1% | |
A Amount not annualized
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 50.8 |
| International Equity Funds | 42.6 |
| Bond Funds | 6.6 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 50.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 28.8 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.8 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.5 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9918305.100 7669-TSRS-1124 |
| |
| | SEMI-ANNUAL SHAREHOLDER REPORT | AS OF SEPTEMBER 30, 2024 | |
| | Fidelity® Sustainable Target Date 2040 Fund Fidelity® Sustainable Target Date 2040 Fund Class K : FSYFX |
| | | |
This semi-annual shareholder report contains information about Fidelity® Sustainable Target Date 2040 Fund for the period April 1, 2024 to September 30, 2024. You can find additional information about the Fund at fundresearch.fidelity.com/prospectus/sec. You can also request this information by contacting us at 1-800-835-5092 or by sending an e-mail to fidfunddocuments@fidelity.com.
What were your Fund costs for the last six months?(based on hypothetical $10,000 investment)
| | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment | |
| Class K | $ 20 | 0.38% | |
Key Fund Statistics (as of September 30, 2024)
KEY FACTS | | |
| Fund Size | $5,907,996 | |
| Number of Holdings | 7 | |
| Portfolio Turnover | 17% | |
What did the Fund invest in?
(as of September 30, 2024)
| Domestic Equity Funds | 46.8 |
| International Equity Funds | 40.0 |
| Bond Funds | 13.2 |
| Short-Term Investments and Net Other Assets (Liabilities) | 0.0 |
ASSET ALLOCATION (% of Fund's net assets) |
|
|
TOP HOLDINGS (% of Fund's net assets) | | |
| Fidelity Series Sustainable U.S. Market Fund | 46.8 | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 27.0 | |
| Fidelity Series Sustainable Emerging Markets Fund | 13.0 | |
| Fidelity Series Long-Term Treasury Bond Index Fund | 5.7 | |
| Fidelity Series Sustainable Investment Grade Bond Fund | 5.2 | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 1.2 | |
| Fidelity Series International Developed Markets Bond Index Fund | 1.1 | |
| | 100.0 | |
| Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2024 FMR LLC. All rights reserved. |
| | For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec 1.9914999.100 7443-TSRS-1124 |
Item 2.
Code of Ethics
Not applicable.
Item 3.
Audit Committee Financial Expert
Not applicable.
Item 4.
Principal Accountant Fees and Services
Not applicable.
Item 5.
Audit Committee of Listed Registrants
Not applicable.
Item 6.
Investments
(a)
Not applicable.
(b)
Not applicable
Item 7.
Financial Statements and Financial Highlights for Open-End Management Investment Companies
Fidelity® Sustainable Target Date Income Fund
Fidelity® Sustainable Target Date 2010 Fund
Fidelity® Sustainable Target Date 2015 Fund
Fidelity® Sustainable Target Date 2020 Fund
Fidelity® Sustainable Target Date 2025 Fund
Fidelity® Sustainable Target Date 2030 Fund
Fidelity® Sustainable Target Date 2035 Fund
Fidelity® Sustainable Target Date 2040 Fund
Fidelity® Sustainable Target Date 2045 Fund
Fidelity® Sustainable Target Date 2050 Fund
Fidelity® Sustainable Target Date 2055 Fund
Fidelity® Sustainable Target Date 2060 Fund
Fidelity® Sustainable Target Date 2065 Fund
Fidelity® Sustainable Target Date 2070 Fund
Semi-Annual Report
September 30, 2024
Includes Fidelity and Fidelity Advisor share classes
Contents
To view a fund's proxy voting guidelines and proxy voting record for the 12-month period ended June 30, visit http://www.fidelity.com/proxyvotingresults or visit the Securities and Exchange Commission's (SEC) web site at http://www.sec.gov.
You may also call 1-800-544-8544 if you're an individual investing directly with Fidelity, call 1-800-835-5092 if you're a plan sponsor or participant with Fidelity as your recordkeeper or call 1-877-208-0098 on institutional accounts or if you're an advisor or invest through one to request a free copy of the proxy voting guidelines.
Standard & Poor's, S&P and S&P 500 are registered service marks of The McGraw-Hill Companies, Inc. and have been licensed for use by Fidelity Distributors Corporation.
Other third-party marks appearing herein are the property of their respective owners.
All other marks appearing herein are registered or unregistered trademarks or service marks of FMR LLC or an affiliated company. © 2024 FMR LLC. All rights reserved.
This report and the financial statements contained herein are submitted for the general information of the shareholders of the Funds. This report is not authorized for distribution to prospective investors in the Funds unless preceded or accompanied by an effective prospectus.
A fund files its complete schedule of portfolio holdings with the SEC for the first and third quarters of each fiscal year on Form N-PORT. Forms N-PORT are available on the SEC's web site at http://www.sec.gov. A fund's Forms N-PORT may be reviewed and copied at the SEC's Public Reference Room in Washington, DC. Information regarding the operation of the SEC's Public Reference Room may be obtained by calling 1-800-SEC-0330.
For a complete list of a fund's portfolio holdings, view the most recent holdings listing, semiannual report, or annual report on Fidelity's web site at http://www.fidelity.com, http://www.institutional.fidelity.com, or http://www.401k.com, as applicable.
NOT FDIC INSURED •MAY LOSE VALUE •NO BANK GUARANTEE
Neither the Funds nor Fidelity Distributors Corporation is a bank.
Item 7: Financial Statements and Financial Highlights for Open-End Management Investment Companies (Semi-Annual Report)
Fidelity® Sustainable Target Date Income Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 8.2% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $71,415) | | 6,818 | 95,514 |
| | | | |
| International Equity Funds - 14.0% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 5,483 | 65,577 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 7,981 | 97,292 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $136,337) | | | 162,869 |
| | | | |
| Bond Funds - 72.1% |
| | | Shares | Value ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (a) | | 24,895 | 244,971 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 1,097 | 8,743 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 5,263 | 46,686 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 4,404 | 25,850 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 51,605 | 514,496 |
| TOTAL BOND FUNDS (Cost $827,892) | | | 840,746 |
| | | | |
| Short-Term Funds - 5.7% |
| | | Shares | Value ($) |
Fidelity Series Treasury Bill Index Fund (a) (Cost $67,076) | | 6,749 | 67,152 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $1,102,720) | 1,166,281 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (484) |
| NET ASSETS - 100.0% | 1,165,797 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 227,463 | 17,337 | 6,839 | 2,143 | (4) | 7,014 | 244,971 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 8,163 | 474 | 300 | 89 | 1 | 405 | 8,743 |
| Fidelity Series International Developed Markets Bond Index Fund | 43,455 | 3,495 | 1,032 | 646 | (1) | 769 | 46,686 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 29,837 | 2,070 | 6,999 | 439 | (668) | 1,610 | 25,850 |
| Fidelity Series Sustainable Emerging Markets Fund | 54,645 | 11,747 | 7,789 | - | 247 | 6,727 | 65,577 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 485,573 | 31,762 | 17,811 | 11,567 | (311) | 15,283 | 514,496 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 83,412 | 11,645 | 3,811 | - | 48 | 5,998 | 97,292 |
| Fidelity Series Sustainable U.S. Market Fund | 89,367 | 6,578 | 8,388 | - | 162 | 7,795 | 95,514 |
| Fidelity Series Treasury Bill Index Fund | 65,353 | 8,680 | 7,012 | 1,708 | (6) | 137 | 67,152 |
| | 1,087,268 | 93,788 | 59,981 | 16,592 | (532) | 45,738 | 1,166,281 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 95,514 | 95,514 | - | - |
|
| International Equity Funds | 162,869 | 162,869 | - | - |
|
| Bond Funds | 840,746 | 840,746 | - | - |
|
| Short-Term Funds | 67,152 | 67,152 | - | - |
| Total Investments in Securities: | 1,166,281 | 1,166,281 | - | - |
Fidelity® Sustainable Target Date Income Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $1,102,720) | $ | 1,166,281 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $1,102,720) | | | $ | 1,166,281 |
| Receivable for investments sold | | | | 2,886 |
| Receivable for fund shares sold | | | | 14 |
Total assets | | | | 1,169,181 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 2,886 | | |
| Payable for fund shares redeemed | | 15 | | |
| Accrued management fee | | 329 | | |
| Distribution and service plan fees payable | | 154 | | |
| Total liabilities | | | | 3,384 |
| Net Assets | | | $ | 1,165,797 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 1,101,593 |
| Total accumulated earnings (loss) | | | | 64,204 |
| Net Assets | | | $ | 1,165,797 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($107,832 ÷ 10,176 shares)(a) | | | $ | 10.60 |
| Maximum offering price per share (100/94.25 of $10.60) | | | $ | 11.25 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($105,986 ÷ 10,005 shares)(a) | | | $ | 10.59 |
| Maximum offering price per share (100/96.50 of $10.59) | | | $ | 10.97 |
| Class C : | | | | |
Net Asset Value and offering price per share ($105,884 ÷ 10,000 shares)(a) | | | $ | 10.59 |
| Fidelity Sustainable Target Date Income Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($267,100 ÷ 25,205 shares) | | | $ | 10.60 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($110,723 ÷ 10,444 shares) | | | $ | 10.60 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($256,283 ÷ 24,184 shares) | | | $ | 10.60 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($105,988 ÷ 10,000 shares) | | | $ | 10.60 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($106,001 ÷ 10,000 shares) | | | $ | 10.60 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 16,592 |
| Expenses | | | | |
| Management fee | $ | 1,927 | | |
| Distribution and service plan fees | | 898 | | |
| Independent trustees' fees and expenses | | 1 | | |
| Total expenses before reductions | | 2,826 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 2,822 |
| Net Investment income (loss) | | | | 13,770 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (532) | | |
| Total net realized gain (loss) | | | | (532) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 45,738 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 45,738 |
| Net gain (loss) | | | | 45,206 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 58,976 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 13,770 | $ | 28,308 |
| Net realized gain (loss) | | (532) | | 2,290 |
| Change in net unrealized appreciation (depreciation) | | 45,738 | | 17,823 |
| Net increase (decrease) in net assets resulting from operations | | 58,976 | | 48,421 |
| Distributions to shareholders | | (16,651) | | (26,542) |
| | | | | |
| Share transactions - net increase (decrease) | | 36,538 | | 1,065,055 |
| Total increase (decrease) in net assets | | 78,863 | | 1,086,934 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 1,086,934 | | - |
| End of period | $ | 1,165,797 | $ | 1,086,934 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date Income Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .12 | | .27 |
| Net realized and unrealized gain (loss) | | .42 | | .19 |
| Total from investment operations | | .54 | | .46 |
| Distributions from net investment income | | (.12) | | (.24) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.15) | | (.25) |
| Net asset value, end of period | $ | 10.60 | $ | 10.21 |
Total Return D,E,F | | | | 4.66% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .66% I | | .66% I |
| Expenses net of fee waivers, if any | | | | .66% I |
| Expenses net of all reductions | | .66% I | | .66% I |
| Net investment income (loss) | | 2.33% I | | 3.01% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 108 | $ | 102 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date Income Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .11 | | .24 |
| Net realized and unrealized gain (loss) | | .40 | | .20 |
| Total from investment operations | | .51 | | .44 |
| Distributions from net investment income | | (.11) | | (.22) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.13) D | | (.23) |
| Net asset value, end of period | $ | 10.59 | $ | 10.21 |
Total Return E,F,G | | | | 4.45% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .91% J | | .91% J |
| Expenses net of fee waivers, if any | | | | .91% J |
| Expenses net of all reductions | | .91% J | | .91% J |
| Net investment income (loss) | | 2.08% J | | 2.76% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 106 | $ | 102 |
Portfolio turnover rate K | | | | 29% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date Income Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.20 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .08 | | .20 |
| Net realized and unrealized gain (loss) | | .42 | | .19 |
| Total from investment operations | | .50 | | .39 |
| Distributions from net investment income | | (.08) | | (.18) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.11) | | (.19) |
| Net asset value, end of period | $ | 10.59 | $ | 10.20 |
Total Return D,E,F | | | | 3.96% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | 1.41% I | | 1.41% I |
| Expenses net of fee waivers, if any | | | | 1.41% I |
| Expenses net of all reductions | | 1.41% I | | 1.41% I |
| Net investment income (loss) | | 1.58% I | | 2.26% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 106 | $ | 102 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the contingent deferred sales charge.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date Income Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .13 | | .29 |
| Net realized and unrealized gain (loss) | | .42 | | .19 |
| Total from investment operations | | .55 | | .48 |
| Distributions from net investment income | | (.14) | | (.26) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.16) D | | (.27) |
| Net asset value, end of period | $ | 10.60 | $ | 10.21 |
Total Return E,F | | | | 4.88% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .41% I | | .41% I |
| Expenses net of fee waivers, if any | | | | .41% I |
| Expenses net of all reductions | | .41% I | | .41% I |
| Net investment income (loss) | | 2.58% I | | 3.26% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 267 | $ | 232 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date Income Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .14 | | .30 |
| Net realized and unrealized gain (loss) | | .41 | | .19 |
| Total from investment operations | | .55 | | .49 |
| Distributions from net investment income | | (.14) | | (.27) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.16) D | | (.28) |
| Net asset value, end of period | $ | 10.60 | $ | 10.21 |
Total Return E,F | | | | 4.94% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .31% I | | .31% I |
| Expenses net of fee waivers, if any | | | | .31% I |
| Expenses net of all reductions | | .31% I | | .31% I |
| Net investment income (loss) | | 2.68% I | | 3.36% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 111 | $ | 105 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date Income Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .14 | | .30 |
| Net realized and unrealized gain (loss) | | .42 | | .20 |
| Total from investment operations | | .56 | | .50 |
| Distributions from net investment income | | (.15) | | (.28) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.17) D | | (.29) |
| Net asset value, end of period | $ | 10.60 | $ | 10.21 |
Total Return E,F | | | | 5.03% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .21% I | | .21% I |
| Expenses net of fee waivers, if any | | | | .21% I |
| Expenses net of all reductions | | .21% I | | .21% I |
| Net investment income (loss) | | 2.78% I | | 3.46% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 256 | $ | 138 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date Income Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .13 | | .29 |
| Net realized and unrealized gain (loss) | | .42 | | .19 |
| Total from investment operations | | .55 | | .48 |
| Distributions from net investment income | | (.13) | | (.26) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.16) | | (.27) |
| Net asset value, end of period | $ | 10.60 | $ | 10.21 |
Total Return D,E | | | | 4.87% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .41% H | | .41% H |
| Expenses net of fee waivers, if any | | | | .41% H |
| Expenses net of all reductions | | .41% H | | .41% H |
| Net investment income (loss) | | 2.58% H | | 3.26% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 106 | $ | 102 |
Portfolio turnover rate I | | | | 29% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date Income Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.21 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .14 | | .30 |
| Net realized and unrealized gain (loss) | | .41 | | .19 |
| Total from investment operations | | .55 | | .49 |
| Distributions from net investment income | | (.14) | | (.27) |
| Distributions from net realized gain | | (.03) | | (.01) |
| Total distributions | | (.16) D | | (.28) |
| Net asset value, end of period | $ | 10.60 | $ | 10.21 |
Total Return E,F | | | | 4.95% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .31% I | | .31% I |
| Expenses net of fee waivers, if any | | | | .31% I |
| Expenses net of all reductions | | .31% I | | .31% I |
| Net investment income (loss) | | 2.68% I | | 3.36% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 106 | $ | 102 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2010 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 12.4% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $101,298) | | 10,072 | 141,114 |
| | | | |
| International Equity Funds - 16.7% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 6,121 | 73,202 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 9,625 | 117,323 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $158,574) | | | 190,525 |
| | | | |
| Bond Funds - 67.1% |
| | | Shares | Value ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (a) | | 19,109 | 188,028 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 4,055 | 32,316 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 5,138 | 45,573 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 4,667 | 27,394 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 47,115 | 469,738 |
| TOTAL BOND FUNDS (Cost $752,457) | | | 763,049 |
| | | | |
| Short-Term Funds - 3.8% |
| | | Shares | Value ($) |
Fidelity Series Treasury Bill Index Fund (a) (Cost $43,534) | | 4,380 | 43,584 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $1,055,863) | 1,138,272 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (488) |
| NET ASSETS - 100.0% | 1,137,784 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 167,398 | 18,540 | 3,187 | 1,619 | - | 5,277 | 188,028 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 32,688 | 1,202 | 3,102 | 350 | (73) | 1,601 | 32,316 |
| Fidelity Series International Developed Markets Bond Index Fund | 42,098 | 3,487 | 775 | 629 | (1) | 764 | 45,573 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 31,131 | 2,184 | 6,937 | 468 | (725) | 1,741 | 27,394 |
| Fidelity Series Sustainable Emerging Markets Fund | 62,100 | 11,030 | 7,740 | - | 231 | 7,581 | 73,202 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 436,696 | 31,195 | 11,857 | 10,526 | (262) | 13,966 | 469,738 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 104,870 | 10,395 | 5,290 | - | 103 | 7,245 | 117,323 |
| Fidelity Series Sustainable U.S. Market Fund | 136,861 | 6,387 | 14,221 | - | 589 | 11,498 | 141,114 |
| Fidelity Series Treasury Bill Index Fund | 40,031 | 9,067 | 5,596 | 1,072 | (5) | 87 | 43,584 |
| | 1,053,873 | 93,487 | 58,705 | 14,664 | (143) | 49,760 | 1,138,272 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 141,114 | 141,114 | - | - |
|
| International Equity Funds | 190,525 | 190,525 | - | - |
|
| Bond Funds | 763,049 | 763,049 | - | - |
|
| Short-Term Funds | 43,584 | 43,584 | - | - |
| Total Investments in Securities: | 1,138,272 | 1,138,272 | - | - |
Fidelity® Sustainable Target Date 2010 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $1,055,863) | $ | 1,138,272 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $1,055,863) | | | $ | 1,138,272 |
| Receivable for investments sold | | | | 4,613 |
| Receivable for fund shares sold | | | | 100 |
Total assets | | | | 1,142,985 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 4,713 | | |
| Accrued management fee | | 331 | | |
| Distribution and service plan fees payable | | 157 | | |
| Total liabilities | | | | 5,201 |
| Net Assets | | | $ | 1,137,784 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 1,044,845 |
| Total accumulated earnings (loss) | | | | 92,939 |
| Net Assets | | | $ | 1,137,784 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($108,957 ÷ 10,000 shares)(a) | | | $ | 10.90 |
| Maximum offering price per share (100/94.25 of $10.90) | | | $ | 11.56 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($108,809 ÷ 10,000 shares)(a) | | | $ | 10.88 |
| Maximum offering price per share (100/96.50 of $10.88) | | | $ | 11.27 |
| Class C : | | | | |
Net Asset Value and offering price per share ($108,525 ÷ 10,000 shares)(a) | | | $ | 10.85 |
| Fidelity Sustainable Target Date 2010 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($255,039 ÷ 23,378 shares) | | | $ | 10.91 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($112,720 ÷ 10,326 shares) | | | $ | 10.92 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($222,103 ÷ 20,338 shares) | | | $ | 10.92 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($112,468 ÷ 10,310 shares) | | | $ | 10.91 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($109,163 ÷ 10,000 shares) | | | $ | 10.92 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 14,664 |
| Expenses | | | | |
| Management fee | $ | 1,903 | | |
| Distribution and service plan fees | | 916 | | |
| Independent trustees' fees and expenses | | 1 | | |
| Total expenses before reductions | | 2,820 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 2,816 |
| Net Investment income (loss) | | | | 11,848 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (143) | | |
| Total net realized gain (loss) | | | | (143) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 49,760 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 49,760 |
| Net gain (loss) | | | | 49,617 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 61,465 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 11,848 | $ | 26,097 |
| Net realized gain (loss) | | (143) | | 4,249 |
| Change in net unrealized appreciation (depreciation) | | 49,760 | | 32,649 |
| Net increase (decrease) in net assets resulting from operations | | 61,465 | | 62,995 |
| Distributions to shareholders | | (8,707) | | (22,814) |
| | | | | |
| Share transactions - net increase (decrease) | | 31,485 | | 1,013,360 |
| Total increase (decrease) in net assets | | 84,243 | | 1,053,541 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 1,053,541 | | - |
| End of period | $ | 1,137,784 | $ | 1,053,541 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2010 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.39 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .11 | | .25 |
| Net realized and unrealized gain (loss) | | .48 | | .36 |
| Total from investment operations | | .59 | | .61 |
| Distributions from net investment income | | (.04) | | (.21) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.08) | | (.22) |
| Net asset value, end of period | $ | 10.90 | $ | 10.39 |
Total Return D,E,F | | | | 6.12% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .66% I | | .66% I |
| Expenses net of fee waivers, if any | | | | .66% I |
| Expenses net of all reductions | | .66% I | | .66% I |
| Net investment income (loss) | | 2.05% I | | 2.78% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 109 | $ | 104 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2010 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.39 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .09 | | .23 |
| Net realized and unrealized gain (loss) | | .48 | | .36 |
| Total from investment operations | | .57 | | .59 |
| Distributions from net investment income | | (.04) | | (.19) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.08) | | (.20) |
| Net asset value, end of period | $ | 10.88 | $ | 10.39 |
Total Return D,E,F | | | | 5.96% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .91% I | | .91% I |
| Expenses net of fee waivers, if any | | | | .91% I |
| Expenses net of all reductions | | .91% I | | .91% I |
| Net investment income (loss) | | 1.80% I | | 2.53% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 109 | $ | 104 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2010 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.37 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .18 |
| Net realized and unrealized gain (loss) | | .47 | | .36 |
| Total from investment operations | | .54 | | .54 |
| Distributions from net investment income | | (.02) | | (.16) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.06) | | (.17) |
| Net asset value, end of period | $ | 10.85 | $ | 10.37 |
Total Return D,E,F | | | | 5.43% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | 1.41% I | | 1.41% I |
| Expenses net of fee waivers, if any | | | | 1.41% I |
| Expenses net of all reductions | | 1.41% I | | 1.41% I |
| Net investment income (loss) | | 1.30% I | | 2.03% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 109 | $ | 104 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the contingent deferred sales charge.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2010 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.40 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .12 | | .27 |
| Net realized and unrealized gain (loss) | | .48 | | .37 |
| Total from investment operations | | .60 | | .64 |
| Distributions from net investment income | | (.05) | | (.22) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.09) | | (.24) D |
| Net asset value, end of period | $ | 10.91 | $ | 10.40 |
Total Return E,F | | | | 6.39% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .41% I | | .41% I |
| Expenses net of fee waivers, if any | | | | .41% I |
| Expenses net of all reductions | | .41% I | | .41% I |
| Net investment income (loss) | | 2.30% I | | 3.03% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 255 | $ | 214 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2010 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.41 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .13 | | .28 |
| Net realized and unrealized gain (loss) | | .47 | | .37 |
| Total from investment operations | | .60 | | .65 |
| Distributions from net investment income | | (.05) | | (.23) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.09) | | (.24) |
| Net asset value, end of period | $ | 10.92 | $ | 10.41 |
Total Return D,E | | | | 6.55% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .31% H | | .31% H |
| Expenses net of fee waivers, if any | | | | .31% H |
| Expenses net of all reductions | | .31% H | | .31% H |
| Net investment income (loss) | | 2.40% H | | 3.13% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 113 | $ | 106 |
Portfolio turnover rate I | | | | 31% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2010 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.41 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .13 | | .29 |
| Net realized and unrealized gain (loss) | | .47 | | .37 |
| Total from investment operations | | .60 | | .66 |
| Distributions from net investment income | | (.06) | | (.23) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.09) D | | (.25) D |
| Net asset value, end of period | $ | 10.92 | $ | 10.41 |
Total Return E,F | | | | 6.61% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .21% I | | .21% I |
| Expenses net of fee waivers, if any | | | | .21% I |
| Expenses net of all reductions | | .21% I | | .21% I |
| Net investment income (loss) | | 2.50% I | | 3.23% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 222 | $ | 107 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2010 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.40 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .12 | | .27 |
| Net realized and unrealized gain (loss) | | .48 | | .37 |
| Total from investment operations | | .60 | | .64 |
| Distributions from net investment income | | (.05) | | (.22) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.09) | | (.24) D |
| Net asset value, end of period | $ | 10.91 | $ | 10.40 |
Total Return E,F | | | | 6.39% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .41% I | | .41% I |
| Expenses net of fee waivers, if any | | | | .41% I |
| Expenses net of all reductions | | .41% I | | .41% I |
| Net investment income (loss) | | 2.30% I | | 3.03% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 112 | $ | 107 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2010 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.41 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .13 | | .28 |
| Net realized and unrealized gain (loss) | | .47 | | .37 |
| Total from investment operations | | .60 | | .65 |
| Distributions from net investment income | | (.05) | | (.23) |
| Distributions from net realized gain | | (.04) | | (.01) |
| Total distributions | | (.09) | | (.24) |
| Net asset value, end of period | $ | 10.92 | $ | 10.41 |
Total Return D,E | | | | 6.55% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .31% H | | .31% H |
| Expenses net of fee waivers, if any | | | | .31% H |
| Expenses net of all reductions | | .31% H | | .31% H |
| Net investment income (loss) | | 2.40% H | | 3.13% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 109 | $ | 104 |
Portfolio turnover rate I | | | | 31% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2015 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 17.9% |
| | | Shares | Value ($) |
| Domestic Equity Funds - 17.9% | | | |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $146,116) | | 14,611 | 204,707 |
| | | | |
| International Equity Funds - 20.4% |
| | | Shares | Value ($) |
| Developed International Equity Funds - 12.9% | | | |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 12,080 | 147,250 |
| Emerging Markets Equity Funds - 7.5% | | | |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 7,159 | 85,626 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $192,655) | | | 232,876 |
| | | | |
| Bond Funds - 60.8% |
| | | Shares | Value ($) |
| Inflation-Protected Bond Funds - 16.4% | | | |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (a) | | 12,689 | 124,862 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 7,810 | 62,243 |
TOTAL INFLATION-PROTECTED BOND FUNDS | | | 187,105 |
| Investment Grade Bond Funds - 44.4% | | | |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 5,157 | 45,741 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 5,131 | 30,119 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 43,203 | 430,737 |
TOTAL INVESTMENT GRADE BOND FUNDS | | | 506,597 |
| TOTAL BOND FUNDS (Cost $685,251) | | | 693,702 |
| | | | |
| Short-Term Funds - 0.9% |
| | | Shares | Value ($) |
Fidelity Series Treasury Bill Index Fund (a) (Cost $10,890) | | 1,096 | 10,905 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $1,034,912) | 1,142,190 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (505) |
| NET ASSETS - 100.0% | 1,141,685 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 114,895 | 13,110 | 6,717 | 1,118 | 18 | 3,556 | 124,862 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 63,600 | 1,127 | 5,490 | 682 | (161) | 3,167 | 62,243 |
| Fidelity Series International Developed Markets Bond Index Fund | 44,470 | 3,140 | 2,637 | 662 | 27 | 741 | 45,741 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 35,569 | 1,593 | 8,223 | 532 | (827) | 2,007 | 30,119 |
| Fidelity Series Sustainable Emerging Markets Fund | 76,832 | 10,304 | 10,744 | - | 349 | 8,885 | 85,626 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 421,547 | 24,627 | 28,444 | 9,977 | 124 | 12,883 | 430,737 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 140,303 | 8,897 | 11,352 | - | 609 | 8,793 | 147,250 |
| Fidelity Series Sustainable U.S. Market Fund | 206,185 | 6,083 | 25,364 | - | 2,978 | 14,825 | 204,707 |
| Fidelity Series Treasury Bill Index Fund | 10,459 | 6,377 | 5,950 | 270 | (5) | 24 | 10,905 |
| | 1,113,860 | 75,258 | 104,921 | 13,241 | 3,112 | 54,881 | 1,142,190 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 204,707 | 204,707 | - | - |
|
| International Equity Funds | 232,876 | 232,876 | - | - |
|
| Bond Funds | 693,702 | 693,702 | - | - |
|
| Short-Term Funds | 10,905 | 10,905 | - | - |
| Total Investments in Securities: | 1,142,190 | 1,142,190 | - | - |
Fidelity® Sustainable Target Date 2015 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $1,034,912) | $ | 1,142,190 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $1,034,912) | | | $ | 1,142,190 |
| Receivable for investments sold | | | | 4,732 |
Total assets | | | | 1,146,922 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 4,733 | | |
| Accrued management fee | | 343 | | |
| Distribution and service plan fees payable | | 161 | | |
| Total liabilities | | | | 5,237 |
| Net Assets | | | $ | 1,141,685 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 1,022,426 |
| Total accumulated earnings (loss) | | | | 119,259 |
| Net Assets | | | $ | 1,141,685 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($111,335 ÷ 10,000 shares)(a) | | | $ | 11.13 |
| Maximum offering price per share (100/94.25 of $11.13) | | | $ | 11.81 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($111,181 ÷ 10,000 shares)(a) | | | $ | 11.12 |
| Maximum offering price per share (100/96.50 of $11.12) | | | $ | 11.52 |
| Class C : | | | | |
Net Asset Value and offering price per share ($110,875 ÷ 10,000 shares)(a) | | | $ | 11.09 |
| Fidelity Sustainable Target Date 2015 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($243,629 ÷ 21,860 shares) | | | $ | 11.15 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($114,941 ÷ 10,304 shares) | | | $ | 11.15 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($226,696 ÷ 20,315 shares) | | | $ | 11.16 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($111,479 ÷ 10,000 shares) | | | $ | 11.15 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($111,549 ÷ 10,000 shares) | | | $ | 11.15 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 13,241 |
| Expenses | | | | |
| Management fee | $ | 2,039 | | |
| Distribution and service plan fees | | 931 | | |
| Independent trustees' fees and expenses | | 1 | | |
| Total expenses before reductions | | 2,971 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 2,967 |
| Net Investment income (loss) | | | | 10,274 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 3,112 | | |
| Total net realized gain (loss) | | | | 3,112 |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 54,881 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 54,881 |
| Net gain (loss) | | | | 57,993 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 68,267 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 10,274 | $ | 24,765 |
| Net realized gain (loss) | | 3,112 | | 4,771 |
| Change in net unrealized appreciation (depreciation) | | 54,881 | | 52,397 |
| Net increase (decrease) in net assets resulting from operations | | 68,267 | | 81,933 |
| Distributions to shareholders | | (8,951) | | (21,990) |
| | | | | |
| Share transactions - net increase (decrease) | | (31,126) | | 1,053,552 |
| Total increase (decrease) in net assets | | 28,190 | | 1,113,495 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 1,113,495 | | - |
| End of period | $ | 1,141,685 | $ | 1,113,495 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2015 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.57 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .09 | | .23 |
| Net realized and unrealized gain (loss) | | .55 | | .54 |
| Total from investment operations | | .64 | | .77 |
| Distributions from net investment income | | (.04) | | (.19) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.08) D | | (.20) |
| Net asset value, end of period | $ | 11.13 | $ | 10.57 |
Total Return E,F,G | | | | 7.76% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .67% J | | .67% J |
| Expenses net of fee waivers, if any | | | | .67% J |
| Expenses net of all reductions | | .67% J | | .67% J |
| Net investment income (loss) | | 1.68% J | | 2.54% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 111 | $ | 106 |
Portfolio turnover rate K | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2015 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.57 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .08 | | .20 |
| Net realized and unrealized gain (loss) | | .55 | | .56 |
| Total from investment operations | | .63 | | .76 |
| Distributions from net investment income | | (.03) | | (.17) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.08) | | (.19) D |
| Net asset value, end of period | $ | 11.12 | $ | 10.57 |
Total Return E,F,G | | | | 7.60% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .92% J | | .92% J |
| Expenses net of fee waivers, if any | | | | .92% J |
| Expenses net of all reductions | | .92% J | | .92% J |
| Net investment income (loss) | | 1.43% J | | 2.28% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 111 | $ | 106 |
Portfolio turnover rate K | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2015 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.55 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .05 | | .16 |
| Net realized and unrealized gain (loss) | | .55 | | .55 |
| Total from investment operations | | .60 | | .71 |
| Distributions from net investment income | | (.02) | | (.14) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.06) D | | (.16) D |
| Net asset value, end of period | $ | 11.09 | $ | 10.55 |
Total Return E,F,G | | | | 7.08% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | 1.42% J | | 1.42% J |
| Expenses net of fee waivers, if any | | | | 1.42% J |
| Expenses net of all reductions | | 1.42% J | | 1.42% J |
| Net investment income (loss) | | .93% J | | 1.79% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 111 | $ | 105 |
Portfolio turnover rate K | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the contingent deferred sales charge.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2015 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.58 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .10 | | .25 |
| Net realized and unrealized gain (loss) | | .56 | | .55 |
| Total from investment operations | | .66 | | .80 |
| Distributions from net investment income | | (.04) | | (.21) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.09) | | (.22) |
| Net asset value, end of period | $ | 11.15 | $ | 10.58 |
Total Return D,E | | | | 8.05% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .42% H | | .42% H |
| Expenses net of fee waivers, if any | | | | .42% H |
| Expenses net of all reductions | | .42% H | | .42% H |
| Net investment income (loss) | | 1.94% H | | 2.78% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 244 | $ | 263 |
Portfolio turnover rate I | | | | 31% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2015 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.58 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .11 | | .26 |
| Net realized and unrealized gain (loss) | | .55 | | .54 |
| Total from investment operations | | .66 | | .80 |
| Distributions from net investment income | | (.05) | | (.21) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.09) D | | (.22) |
| Net asset value, end of period | $ | 11.15 | $ | 10.58 |
Total Return E,F | | | | 8.09% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .32% I | | .32% I |
| Expenses net of fee waivers, if any | | | | .32% I |
| Expenses net of all reductions | | .32% I | | .32% I |
| Net investment income (loss) | | 2.03% I | | 2.89% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 115 | $ | 108 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2015 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.59 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .11 | | .27 |
| Net realized and unrealized gain (loss) | | .55 | | .55 |
| Total from investment operations | | .66 | | .82 |
| Distributions from net investment income | | (.05) | | (.22) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.09) D | | (.23) |
| Net asset value, end of period | $ | 11.16 | $ | 10.59 |
Total Return E,F | | | | 8.26% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .22% I | | .22% I |
| Expenses net of fee waivers, if any | | | | .22% I |
| Expenses net of all reductions | | .22% I | | .22% I |
| Net investment income (loss) | | 2.13% I | | 2.99% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 227 | $ | 108 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2015 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.58 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .10 | | .25 |
| Net realized and unrealized gain (loss) | | .56 | | .55 |
| Total from investment operations | | .66 | | .80 |
| Distributions from net investment income | | (.04) | | (.21) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.09) | | (.22) |
| Net asset value, end of period | $ | 11.15 | $ | 10.58 |
Total Return D,E | | | | 8.03% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .42% H | | .42% H |
| Expenses net of fee waivers, if any | | | | .42% H |
| Expenses net of all reductions | | .42% H | | .42% H |
| Net investment income (loss) | | 1.93% H | | 2.79% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 111 | $ | 106 |
Portfolio turnover rate I | | | | 31% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2015 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.58 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .11 | | .26 |
| Net realized and unrealized gain (loss) | | .55 | | .54 |
| Total from investment operations | | .66 | | .80 |
| Distributions from net investment income | | (.05) | | (.21) |
| Distributions from net realized gain | | (.05) | | (.01) |
| Total distributions | | (.09) D | | (.22) |
| Net asset value, end of period | $ | 11.15 | $ | 10.58 |
Total Return E,F | | | | 8.09% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .32% I | | .32% I |
| Expenses net of fee waivers, if any | | | | .32% I |
| Expenses net of all reductions | | .32% I | | .32% I |
| Net investment income (loss) | | 2.03% I | | 2.89% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 112 | $ | 106 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2020 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 23.4% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $333,752) | | 31,947 | 447,578 |
| | | | |
| International Equity Funds - 24.1% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 13,712 | 163,998 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 24,490 | 298,537 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $389,755) | | | 462,535 |
| | | | |
| Bond Funds - 52.3% |
| | | Shares | Value ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (a) | | 8,373 | 82,388 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 19,323 | 154,005 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 8,649 | 76,715 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 11,930 | 70,031 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 62,024 | 618,385 |
| TOTAL BOND FUNDS (Cost $982,683) | | | 1,001,524 |
| | | | |
| Short-Term Funds - 0.2% |
| | | Shares | Value ($) |
Fidelity Series Treasury Bill Index Fund (a) (Cost $3,651) | | 367 | 3,654 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $1,709,841) | 1,915,291 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (748) |
| NET ASSETS - 100.0% | 1,914,543 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 66,695 | 14,544 | 1,050 | 669 | 1 | 2,198 | 82,388 |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 148,795 | 3,743 | 5,686 | 1,607 | (105) | 7,258 | 154,005 |
| Fidelity Series International Developed Markets Bond Index Fund | 71,575 | 6,083 | 2,197 | 1,065 | (13) | 1,267 | 76,715 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 66,021 | 13,191 | 12,239 | 1,151 | (423) | 3,481 | 70,031 |
| Fidelity Series Sustainable Emerging Markets Fund | 141,932 | 17,788 | 13,070 | - | 538 | 16,810 | 163,998 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 592,706 | 40,323 | 32,356 | 13,902 | (412) | 18,124 | 618,385 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 275,122 | 17,041 | 12,201 | - | 172 | 18,403 | 298,537 |
| Fidelity Series Sustainable U.S. Market Fund | 429,693 | 15,183 | 35,276 | - | 869 | 37,109 | 447,578 |
| Fidelity Series Treasury Bill Index Fund | 1,073 | 8,790 | 6,212 | 48 | - | 3 | 3,654 |
| | 1,793,612 | 136,686 | 120,287 | 18,442 | 627 | 104,653 | 1,915,291 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 447,578 | 447,578 | - | - |
|
| International Equity Funds | 462,535 | 462,535 | - | - |
|
| Bond Funds | 1,001,524 | 1,001,524 | - | - |
|
| Short-Term Funds | 3,654 | 3,654 | - | - |
| Total Investments in Securities: | 1,915,291 | 1,915,291 | - | - |
Fidelity® Sustainable Target Date 2020 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $1,709,841) | $ | 1,915,291 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $1,709,841) | | | $ | 1,915,291 |
| Cash | | | | 1 |
| Receivable for investments sold | | | | 7,555 |
Total assets | | | | 1,922,847 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 7,555 | | |
| Accrued management fee | | 575 | | |
| Distribution and service plan fees payable | | 174 | | |
| Total liabilities | | | | 8,304 |
| Net Assets | | | $ | 1,914,543 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 1,697,464 |
| Total accumulated earnings (loss) | | | | 217,079 |
| Net Assets | | | $ | 1,914,543 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($161,769 ÷ 14,170 shares)(a) | | | $ | 11.42 |
| Maximum offering price per share (100/94.25 of $11.42) | | | $ | 12.12 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($114,077 ÷ 10,000 shares)(a) | | | $ | 11.41 |
| Maximum offering price per share (100/96.50 of $11.41) | | | $ | 11.82 |
| Class C : | | | | |
Net Asset Value and offering price per share ($113,779 ÷ 10,000 shares)(a) | | | $ | 11.38 |
| Fidelity Sustainable Target Date 2020 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($649,479 ÷ 56,839 shares) | | | $ | 11.43 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($117,135 ÷ 10,233 shares) | | | $ | 11.45 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($506,156 ÷ 44,217 shares) | | | $ | 11.45 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($137,688 ÷ 12,039 shares) | | | $ | 11.44 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($114,460 ÷ 10,000 shares) | | | $ | 11.45 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 18,442 |
| Expenses | | | | |
| Management fee | $ | 3,324 | | |
| Distribution and service plan fees | | 1,009 | | |
| Independent trustees' fees and expenses | | 2 | | |
| Total expenses before reductions | | 4,335 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 4,331 |
| Net Investment income (loss) | | | | 14,111 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 627 | | |
| Total net realized gain (loss) | | | | 627 |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 104,653 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 104,653 |
| Net gain (loss) | | | | 105,280 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 119,391 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 14,111 | $ | 29,234 |
| Net realized gain (loss) | | 627 | | 2,112 |
| Change in net unrealized appreciation (depreciation) | | 104,653 | | 100,797 |
| Net increase (decrease) in net assets resulting from operations | | 119,391 | | 132,143 |
| Distributions to shareholders | | (8,857) | | (25,598) |
| | | | | |
| Share transactions - net increase (decrease) | | 10,978 | | 1,686,486 |
| Total increase (decrease) in net assets | | 121,512 | | 1,793,031 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 1,793,031 | | - |
| End of period | $ | 1,914,543 | $ | 1,793,031 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2020 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.76 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .22 |
| Net realized and unrealized gain (loss) | | .64 | | .71 |
| Total from investment operations | | .71 | | .93 |
| Distributions from net investment income | | (.02) | | (.17) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.05) D | | (.17) D |
| Net asset value, end of period | $ | 11.42 | $ | 10.76 |
Total Return E,F,G | | | | 9.39% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .68% J | | .70% J,K |
| Expenses net of fee waivers, if any | | | | .70% J,K |
| Expenses net of all reductions | | .68% J | | .69% J,K |
| Net investment income (loss) | | 1.34% J | | 2.42% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 162 | $ | 152 |
Portfolio turnover rate L | | | | 29% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2020 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.76 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .06 | | .20 |
| Net realized and unrealized gain (loss) | | .63 | | .71 |
| Total from investment operations | | .69 | | .91 |
| Distributions from net investment income | | (.02) | | (.14) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.04) | | (.15) |
| Net asset value, end of period | $ | 11.41 | $ | 10.76 |
Total Return D,E,F | | | | 9.15% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .93% I | | .94% I |
| Expenses net of fee waivers, if any | | | | .94% I |
| Expenses net of all reductions | | .93% I | | .94% I |
| Net investment income (loss) | | 1.10% I | | 2.17% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 114 | $ | 108 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2020 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.74 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .03 | | .15 |
| Net realized and unrealized gain (loss) | | .64 | | .71 |
| Total from investment operations | | .67 | | .86 |
| Distributions from net investment income | | - D | | (.11) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.03) E | | (.12) |
| Net asset value, end of period | $ | 11.38 | $ | 10.74 |
Total Return F,G,H | | | | 8.62% |
Ratios to Average Net Assets C,I,J | | | | |
| Expenses before reductions | | 1.43% K | | 1.44% K |
| Expenses net of fee waivers, if any | | | | 1.44% K |
| Expenses net of all reductions | | 1.43% K | | 1.44% K |
| Net investment income (loss) | | .59% K | | 1.67% K |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 114 | $ | 107 |
Portfolio turnover rate L | | | | 29% K |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HTotal returns do not include the effect of the contingent deferred sales charge.
IFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
JExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
KAnnualized.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2020 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.76 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .09 | | .24 |
| Net realized and unrealized gain (loss) | | .63 | | .71 |
| Total from investment operations | | .72 | | .95 |
| Distributions from net investment income | | (.03) | | (.19) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.05) | | (.19) D |
| Net asset value, end of period | $ | 11.43 | $ | 10.76 |
Total Return E,F | | | | 9.59% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .43% I | | .45% I,J |
| Expenses net of fee waivers, if any | | | | .45% I,J |
| Expenses net of all reductions | | .43% I | | .45% I,J |
| Net investment income (loss) | | 1.59% I | | 2.67% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 649 | $ | 594 |
Portfolio turnover rate K | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2020 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.78 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .09 | | .25 |
| Net realized and unrealized gain (loss) | | .64 | | .72 |
| Total from investment operations | | .73 | | .97 |
| Distributions from net investment income | | (.03) | | (.18) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.06) D | | (.19) |
| Net asset value, end of period | $ | 11.45 | $ | 10.78 |
Total Return E,F | | | | 9.74% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .33% I | | .34% I |
| Expenses net of fee waivers, if any | | | | .34% I |
| Expenses net of all reductions | | .33% I | | .34% I |
| Net investment income (loss) | | 1.69% I | | 2.77% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 117 | $ | 110 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2020 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.78 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .10 | | .26 |
| Net realized and unrealized gain (loss) | | .63 | | .72 |
| Total from investment operations | | .73 | | .98 |
| Distributions from net investment income | | (.04) | | (.19) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.06) | | (.20) |
| Net asset value, end of period | $ | 11.45 | $ | 10.78 |
Total Return D,E | | | | 9.82% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .23% H | | .24% H |
| Expenses net of fee waivers, if any | | | | .24% H |
| Expenses net of all reductions | | .23% H | | .24% H |
| Net investment income (loss) | | 1.80% H | | 2.87% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 506 | $ | 376 |
Portfolio turnover rate I | | | | 29% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2020 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.77 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .09 | | .24 |
| Net realized and unrealized gain (loss) | | .63 | | .72 |
| Total from investment operations | | .72 | | .96 |
| Distributions from net investment income | | (.03) | | (.18) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.05) | | (.19) |
| Net asset value, end of period | $ | 11.44 | $ | 10.77 |
Total Return D,E | | | | 9.60% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .43% H | | .44% H |
| Expenses net of fee waivers, if any | | | | .44% H |
| Expenses net of all reductions | | .43% H | | .44% H |
| Net investment income (loss) | | 1.60% H | | 2.67% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 138 | $ | 130 |
Portfolio turnover rate I | | | | 29% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2020 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.78 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .09 | | .25 |
| Net realized and unrealized gain (loss) | | .64 | | .72 |
| Total from investment operations | | .73 | | .97 |
| Distributions from net investment income | | (.03) | | (.18) |
| Distributions from net realized gain | | (.02) | | (.01) |
| Total distributions | | (.06) D | | (.19) |
| Net asset value, end of period | $ | 11.45 | $ | 10.78 |
Total Return E,F | | | | 9.74% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .33% I | | .34% I |
| Expenses net of fee waivers, if any | | | | .34% I |
| Expenses net of all reductions | | .33% I | | .34% I |
| Net investment income (loss) | | 1.70% I | | 2.77% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 114 | $ | 108 |
Portfolio turnover rate J | | | | 29% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2025 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 28.0% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $486,161) | | 44,297 | 620,596 |
| | | | |
| International Equity Funds - 27.6% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 17,393 | 208,016 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 32,963 | 401,818 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $526,420) | | | 609,834 |
| | | | |
| Bond Funds - 44.4% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 29,403 | 234,346 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 9,842 | 87,295 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 18,452 | 108,312 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 55,352 | 551,854 |
| TOTAL BOND FUNDS (Cost $966,442) | | | 981,807 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $1,979,023) | 2,212,237 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (881) |
| NET ASSETS - 100.0% | 2,211,356 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 178,419 | 51,895 | 5,740 | 2,073 | (66) | 9,838 | 234,346 |
| Fidelity Series International Developed Markets Bond Index Fund | 68,958 | 20,375 | 3,437 | 1,034 | 15 | 1,384 | 87,295 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 95,734 | 22,797 | 14,085 | 1,637 | (972) | 4,838 | 108,312 |
| Fidelity Series Sustainable Emerging Markets Fund | 151,948 | 49,117 | 13,362 | - | 46 | 20,267 | 208,016 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 446,506 | 120,694 | 29,732 | 11,084 | 51 | 14,335 | 551,854 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 314,037 | 79,341 | 14,519 | - | (6) | 22,965 | 401,818 |
| Fidelity Series Sustainable U.S. Market Fund | 499,275 | 112,174 | 38,547 | - | (124) | 47,818 | 620,596 |
| Fidelity Series Treasury Bill Index Fund | - | 3,453 | 3,453 | 15 | - | - | - |
| | 1,754,877 | 459,846 | 122,875 | 15,843 | (1,056) | 121,445 | 2,212,237 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 620,596 | 620,596 | - | - |
|
| International Equity Funds | 609,834 | 609,834 | - | - |
|
| Bond Funds | 981,807 | 981,807 | - | - |
| Total Investments in Securities: | 2,212,237 | 2,212,237 | - | - |
Fidelity® Sustainable Target Date 2025 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $1,979,023) | $ | 2,212,237 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $1,979,023) | | | $ | 2,212,237 |
| Cash | | | | 1 |
| Receivable for investments sold | | | | 3,135 |
| Receivable for fund shares sold | | | | 8,550 |
Total assets | | | | 2,223,923 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 11,685 | | |
| Accrued management fee | | 711 | | |
| Distribution and service plan fees payable | | 171 | | |
| Total liabilities | | | | 12,567 |
| Net Assets | | | $ | 2,211,356 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 1,991,637 |
| Total accumulated earnings (loss) | | | | 219,719 |
| Net Assets | | | $ | 2,211,356 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($136,059 ÷ 11,694 shares)(a) | | | $ | 11.63 |
| Maximum offering price per share (100/94.25 of $11.63) | | | $ | 12.34 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($116,217 ÷ 10,000 shares)(a) | | | $ | 11.62 |
| Maximum offering price per share (100/96.50 of $11.62) | | | $ | 12.04 |
| Class C : | | | | |
Net Asset Value and offering price per share ($115,966 ÷ 10,006 shares)(a) | | | $ | 11.59 |
| Fidelity Sustainable Target Date 2025 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($908,052 ÷ 77,903 shares) | | | $ | 11.66 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($119,051 ÷ 10,210 shares) | | | $ | 11.66 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($498,111 ÷ 42,708 shares) | | | $ | 11.66 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($201,298 ÷ 17,274 shares) | | | $ | 11.65 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($116,602 ÷ 10,000 shares) | | | $ | 11.66 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 15,843 |
| Expenses | | | | |
| Management fee | $ | 3,669 | | |
| Distribution and service plan fees | | 990 | | |
| Independent trustees' fees and expenses | | 2 | | |
| Total expenses before reductions | | 4,661 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 4,657 |
| Net Investment income (loss) | | | | 11,186 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (1,056) | | |
| Total net realized gain (loss) | | | | (1,056) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 121,445 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 121,445 |
| Net gain (loss) | | | | 120,389 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 131,575 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 11,186 | $ | 25,719 |
| Net realized gain (loss) | | (1,056) | | (22,809) |
| Change in net unrealized appreciation (depreciation) | | 121,445 | | 111,769 |
| Net increase (decrease) in net assets resulting from operations | | 131,575 | | 114,679 |
| Distributions to shareholders | | (4,207) | | (22,328) |
| | | | | |
| Share transactions - net increase (decrease) | | 329,667 | | 1,661,970 |
| Total increase (decrease) in net assets | | 457,035 | | 1,754,321 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 1,754,321 | | - |
| End of period | $ | 2,211,356 | $ | 1,754,321 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2025 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.91 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .05 | | .18 |
| Net realized and unrealized gain (loss) | | .69 | | .90 |
| Total from investment operations | | .74 | | 1.08 |
| Distributions from net investment income | | (.02) | | (.17) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.02) | | (.17) |
| Net asset value, end of period | $ | 11.63 | $ | 10.91 |
Total Return E,F,G | | | | 10.90% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .70% J | | .70% J |
| Expenses net of fee waivers, if any | | | | .70% J |
| Expenses net of all reductions | | .70% J | | .70% J |
| Net investment income (loss) | | .98% J | | 1.99% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 136 | $ | 128 |
Portfolio turnover rate K | | | | 63% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2025 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.90 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .04 | | .16 |
| Net realized and unrealized gain (loss) | | .69 | | .90 |
| Total from investment operations | | .73 | | 1.06 |
| Distributions from net investment income | | (.01) | | (.16) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.01) | | (.16) |
| Net asset value, end of period | $ | 11.62 | $ | 10.90 |
Total Return E,F,G | | | | 10.60% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .95% J | | .95% J |
| Expenses net of fee waivers, if any | | | | .95% J |
| Expenses net of all reductions | | .95% J | | .95% J |
| Net investment income (loss) | | .73% J | | 1.74% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 116 | $ | 109 |
Portfolio turnover rate K | | | | 63% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2025 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.89 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .01 | | .11 |
| Net realized and unrealized gain (loss) | | .69 | | .90 |
| Total from investment operations | | .70 | | 1.01 |
| Distributions from net investment income | | - | | (.12) |
| Total distributions | | - | | (.12) |
| Net asset value, end of period | $ | 11.59 | $ | 10.89 |
Total Return D,E,F | | | | 10.17% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | 1.45% I | | 1.45% I |
| Expenses net of fee waivers, if any | | | | 1.45% I |
| Expenses net of all reductions | | 1.45% I | | 1.45% I |
| Net investment income (loss) | | .23% I | | 1.24% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 116 | $ | 109 |
Portfolio turnover rate J | | | | 63% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the contingent deferred sales charge.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2025 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.92 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .20 |
| Net realized and unrealized gain (loss) | | .70 | | .90 |
| Total from investment operations | | .77 | | 1.10 |
| Distributions from net investment income | | (.02) | | (.18) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.03) E | | (.18) |
| Net asset value, end of period | $ | 11.66 | $ | 10.92 |
Total Return F,G | | | | 11.09% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .45% J | | .45% J |
| Expenses net of fee waivers, if any | | | | .45% J |
| Expenses net of all reductions | | .45% J | | .45% J |
| Net investment income (loss) | | 1.24% J | | 2.25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 908 | $ | 653 |
Portfolio turnover rate K | | | | 63% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2025 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.92 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .21 |
| Net realized and unrealized gain (loss) | | .70 | | .90 |
| Total from investment operations | | .77 | | 1.11 |
| Distributions from net investment income | | (.03) | | (.19) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.03) | | (.19) |
| Net asset value, end of period | $ | 11.66 | $ | 10.92 |
Total Return E,F | | | | 11.20% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .35% I | | .35% I |
| Expenses net of fee waivers, if any | | | | .35% I |
| Expenses net of all reductions | | .35% I | | .35% I |
| Net investment income (loss) | | 1.33% I | | 2.35% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 119 | $ | 111 |
Portfolio turnover rate J | | | | 63% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2025 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.92 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .08 | | .22 |
| Net realized and unrealized gain (loss) | | .69 | | .90 |
| Total from investment operations | | .77 | | 1.12 |
| Distributions from net investment income | | (.03) | | (.20) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.03) | | (.20) |
| Net asset value, end of period | $ | 11.66 | $ | 10.92 |
Total Return E,F | | | | 11.27% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .25% I | | .25% I |
| Expenses net of fee waivers, if any | | | | .25% I |
| Expenses net of all reductions | | .25% I | | .25% I |
| Net investment income (loss) | | 1.44% I | | 2.44% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 498 | $ | 317 |
Portfolio turnover rate J | | | | 63% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2025 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.92 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .20 |
| Net realized and unrealized gain (loss) | | .69 | | .91 |
| Total from investment operations | | .76 | | 1.11 |
| Distributions from net investment income | | (.02) | | (.19) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.03) E | | (.19) |
| Net asset value, end of period | $ | 11.65 | $ | 10.92 |
Total Return F,G | | | | 11.13% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .45% J | | .45% J |
| Expenses net of fee waivers, if any | | | | .45% J |
| Expenses net of all reductions | | .45% J | | .45% J |
| Net investment income (loss) | | 1.23% J | | 2.25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 201 | $ | 109 |
Portfolio turnover rate K | | | | 63% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2025 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 10.92 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .21 |
| Net realized and unrealized gain (loss) | | .70 | | .90 |
| Total from investment operations | | .77 | | 1.11 |
| Distributions from net investment income | | (.03) | | (.19) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | (.03) | | (.19) |
| Net asset value, end of period | $ | 11.66 | $ | 10.92 |
Total Return E,F | | | | 11.20% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .35% I | | .35% I |
| Expenses net of fee waivers, if any | | | | .35% I |
| Expenses net of all reductions | | .35% I | | .35% I |
| Net investment income (loss) | | 1.33% I | | 2.34% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 117 | $ | 109 |
Portfolio turnover rate J | | | | 63% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2030 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 32.0% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $1,260,282) | | 110,151 | 1,543,215 |
| | | | |
| International Equity Funds - 30.2% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 40,974 | 490,051 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 79,196 | 965,398 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $1,265,776) | | | 1,455,449 |
| | | | |
| Bond Funds - 37.8% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 38,919 | 310,182 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 21,291 | 188,849 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 43,670 | 256,342 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 107,132 | 1,068,110 |
| TOTAL BOND FUNDS (Cost $1,766,924) | | | 1,823,483 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $4,292,982) | 4,822,147 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (1,981) |
| NET ASSETS - 100.0% | 4,820,166 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 207,231 | 93,125 | 3,285 | 2,640 | (27) | 13,138 | 310,182 |
| Fidelity Series International Developed Markets Bond Index Fund | 134,660 | 53,489 | 2,750 | 2,066 | (29) | 3,479 | 188,849 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 202,966 | 66,442 | 23,193 | 3,748 | (1,864) | 11,991 | 256,342 |
| Fidelity Series Sustainable Emerging Markets Fund | 324,180 | 141,697 | 23,069 | - | 236 | 47,007 | 490,051 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 782,336 | 288,889 | 32,647 | 20,848 | (338) | 29,870 | 1,068,110 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 683,211 | 239,451 | 14,783 | - | (1) | 57,520 | 965,398 |
| Fidelity Series Sustainable U.S. Market Fund | 1,119,486 | 365,140 | 59,688 | - | (347) | 118,624 | 1,543,215 |
| Fidelity Series Treasury Bill Index Fund | - | 6,865 | 6,865 | 29 | - | - | - |
| | 3,454,070 | 1,255,098 | 166,280 | 29,331 | (2,370) | 281,629 | 4,822,147 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 1,543,215 | 1,543,215 | - | - |
|
| International Equity Funds | 1,455,449 | 1,455,449 | - | - |
|
| Bond Funds | 1,823,483 | 1,823,483 | - | - |
| Total Investments in Securities: | 4,822,147 | 4,822,147 | - | - |
Fidelity® Sustainable Target Date 2030 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $4,292,982) | $ | 4,822,147 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $4,292,982) | | | $ | 4,822,147 |
| Cash | | | | 1 |
| Receivable for investments sold | | | | 9,397 |
| Receivable for fund shares sold | | | | 11,811 |
Total assets | | | | 4,843,356 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 16,029 | | |
| Payable for fund shares redeemed | | 5,179 | | |
| Accrued management fee | | 1,663 | | |
| Distribution and service plan fees payable | | 319 | | |
| Total liabilities | | | | 23,190 |
| Net Assets | | | $ | 4,820,166 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 4,286,589 |
| Total accumulated earnings (loss) | | | | 533,577 |
| Net Assets | | | $ | 4,820,166 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($805,236 ÷ 67,938 shares)(a) | | | $ | 11.85 |
| Maximum offering price per share (100/94.25 of $11.85) | | | $ | 12.57 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($129,066 ÷ 10,887 shares)(a) | | | $ | 11.86 |
| Maximum offering price per share (100/96.50 of $11.86) | | | $ | 12.29 |
| Class C : | | | | |
Net Asset Value and offering price per share ($122,824 ÷ 10,393 shares)(a) | | | $ | 11.82 |
| Fidelity Sustainable Target Date 2030 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($2,721,165 ÷ 229,183 shares) | | | $ | 11.87 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($120,985 ÷ 10,171 shares) | | | $ | 11.90 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($655,524 ÷ 55,102 shares) | | | $ | 11.90 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($146,413 ÷ 12,318 shares) | | | $ | 11.89 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($118,953 ÷ 10,000 shares) | | | $ | 11.90 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 29,331 |
| Expenses | | | | |
| Management fee | $ | 8,450 | | |
| Distribution and service plan fees | | 1,695 | | |
| Independent trustees' fees and expenses | | 5 | | |
| Total expenses before reductions | | 10,150 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 10,146 |
| Net Investment income (loss) | | | | 19,185 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (2,370) | | |
| Total net realized gain (loss) | | | | (2,370) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 281,629 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 281,629 |
| Net gain (loss) | | | | 279,259 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 298,444 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 19,185 | $ | 37,261 |
| Net realized gain (loss) | | (2,370) | | (9,085) |
| Change in net unrealized appreciation (depreciation) | | 281,629 | | 247,536 |
| Net increase (decrease) in net assets resulting from operations | | 298,444 | | 275,712 |
| Distributions to shareholders | | (8,892) | | (31,687) |
| | | | | |
| Share transactions - net increase (decrease) | | 1,077,797 | | 3,208,792 |
| Total increase (decrease) in net assets | | 1,367,349 | | 3,452,817 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 3,452,817 | | - |
| End of period | $ | 4,820,166 | $ | 3,452,817 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2030 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.10 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .04 | | .19 |
| Net realized and unrealized gain (loss) | | .74 | | 1.05 |
| Total from investment operations | | .78 | | 1.24 |
| Distributions from net investment income | | (.02) | | (.14) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.03) | | (.14) |
| Net asset value, end of period | $ | 11.85 | $ | 11.10 |
Total Return D,E,F | | | | 12.50% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .71% I | | .72% I,J |
| Expenses net of fee waivers, if any | | | | .72% I,J |
| Expenses net of all reductions | | .71% I | | .72% I,J |
| Net investment income (loss) | | .76% I | | 2.03% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 805 | $ | 533 |
Portfolio turnover rate K | | | | 62% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2030 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.10 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .03 | | .16 |
| Net realized and unrealized gain (loss) | | .74 | | 1.06 |
| Total from investment operations | | .77 | | 1.22 |
| Distributions from net investment income | | - D | | (.12) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.01) | | (.12) |
| Net asset value, end of period | $ | 11.86 | $ | 11.10 |
Total Return E,F,G | | | | 12.21% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .96% J | | .96% J |
| Expenses net of fee waivers, if any | | | | .96% J |
| Expenses net of all reductions | | .96% J | | .96% J |
| Net investment income (loss) | | .52% J | | 1.79% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 129 | $ | 121 |
Portfolio turnover rate K | | | | 62% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2030 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.08 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .12 |
| Net realized and unrealized gain (loss) | | .74 | | 1.05 |
| Total from investment operations | | .74 | | 1.17 |
| Distributions from net investment income | | - | | (.09) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.09) |
| Net asset value, end of period | $ | 11.82 | $ | 11.08 |
Total Return E,F,G | | | | 11.68% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | 1.46% J | | 1.46% J |
| Expenses net of fee waivers, if any | | | | 1.46% J |
| Expenses net of all reductions | | 1.46% J | | 1.46% J |
| Net investment income (loss) | | .01% J | | 1.29% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 123 | $ | 115 |
Portfolio turnover rate K | | | | 62% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the contingent deferred sales charge.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2030 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.11 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .06 | | .21 |
| Net realized and unrealized gain (loss) | | .73 | | 1.06 |
| Total from investment operations | | .79 | | 1.27 |
| Distributions from net investment income | | (.02) | | (.16) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.03) | | (.16) |
| Net asset value, end of period | $ | 11.87 | $ | 11.11 |
Total Return D,E | | | | 12.75% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .46% H | | .47% H,I |
| Expenses net of fee waivers, if any | | | | .47% H,I |
| Expenses net of all reductions | | .46% H | | .47% H,I |
| Net investment income (loss) | | 1.01% H | | 2.29% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 2,721 | $ | 1,769 |
Portfolio turnover rate J | | | | 62% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2030 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.12 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .06 | | .22 |
| Net realized and unrealized gain (loss) | | .75 | | 1.05 |
| Total from investment operations | | .81 | | 1.27 |
| Distributions from net investment income | | (.02) | | (.15) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.03) | | (.15) |
| Net asset value, end of period | $ | 11.90 | $ | 11.12 |
Total Return D,E | | | | 12.80% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .36% H | | .36% H |
| Expenses net of fee waivers, if any | | | | .36% H |
| Expenses net of all reductions | | .36% H | | .36% H |
| Net investment income (loss) | | 1.11% H | | 2.39% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 121 | $ | 113 |
Portfolio turnover rate I | | | | 62% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2030 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.12 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .07 | | .23 |
| Net realized and unrealized gain (loss) | | .75 | | 1.05 |
| Total from investment operations | | .82 | | 1.28 |
| Distributions from net investment income | | (.03) | | (.16) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.04) | | (.16) |
| Net asset value, end of period | $ | 11.90 | $ | 11.12 |
Total Return D,E | | | | 12.87% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .26% H | | .26% H |
| Expenses net of fee waivers, if any | | | | .26% H |
| Expenses net of all reductions | | .26% H | | .26% H |
| Net investment income (loss) | | 1.22% H | | 2.49% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 656 | $ | 443 |
Portfolio turnover rate I | | | | 62% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2030 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.11 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .06 | | .21 |
| Net realized and unrealized gain (loss) | | .75 | | 1.05 |
| Total from investment operations | | .81 | | 1.26 |
| Distributions from net investment income | | (.02) | | (.15) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.03) | | (.15) |
| Net asset value, end of period | $ | 11.89 | $ | 11.11 |
Total Return D,E | | | | 12.66% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .46% H | | .46% H |
| Expenses net of fee waivers, if any | | | | .46% H |
| Expenses net of all reductions | | .46% H | | .46% H |
| Net investment income (loss) | | 1.01% H | | 2.29% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 146 | $ | 136 |
Portfolio turnover rate I | | | | 62% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2030 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.12 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .06 | | .22 |
| Net realized and unrealized gain (loss) | | .75 | | 1.05 |
| Total from investment operations | | .81 | | 1.27 |
| Distributions from net investment income | | (.02) | | (.15) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.03) | | (.15) |
| Net asset value, end of period | $ | 11.90 | $ | 11.12 |
Total Return D,E | | | | 12.80% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .36% H | | .36% H |
| Expenses net of fee waivers, if any | | | | .36% H |
| Expenses net of all reductions | | .36% H | | .36% H |
| Net investment income (loss) | | 1.11% H | | 2.39% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 119 | $ | 111 |
Portfolio turnover rate I | | | | 62% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2035 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 38.1% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $1,413,033) | | 122,040 | 1,709,779 |
| | | | |
| International Equity Funds - 34.2% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 42,500 | 508,299 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 84,137 | 1,025,632 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $1,353,034) | | | 1,533,931 |
| | | | |
| Bond Funds - 27.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 12,720 | 101,381 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 16,507 | 146,416 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 43,815 | 257,196 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 73,703 | 734,824 |
| TOTAL BOND FUNDS (Cost $1,205,436) | | | 1,239,817 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $3,971,503) | 4,483,527 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (1,627) |
| NET ASSETS - 100.0% | 4,481,900 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 63,930 | 39,715 | 6,518 | 812 | 7 | 4,247 | 101,381 |
| Fidelity Series International Developed Markets Bond Index Fund | 106,895 | 46,805 | 9,988 | 1,623 | (77) | 2,781 | 146,416 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 218,421 | 68,987 | 40,580 | 3,888 | (3,321) | 13,689 | 257,196 |
| Fidelity Series Sustainable Emerging Markets Fund | 367,873 | 127,908 | 37,953 | - | 365 | 50,106 | 508,299 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 560,297 | 230,593 | 76,528 | 14,538 | (1,905) | 22,367 | 734,824 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 797,203 | 250,780 | 83,455 | - | (495) | 61,599 | 1,025,632 |
| Fidelity Series Sustainable U.S. Market Fund | 1,356,025 | 376,872 | 158,216 | - | 545 | 134,553 | 1,709,779 |
| Fidelity Series Treasury Bill Index Fund | - | 7,026 | 7,026 | 30 | - | - | - |
| | 3,470,644 | 1,148,686 | 420,264 | 20,891 | (4,881) | 289,342 | 4,483,527 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 1,709,779 | 1,709,779 | - | - |
|
| International Equity Funds | 1,533,931 | 1,533,931 | - | - |
|
| Bond Funds | 1,239,817 | 1,239,817 | - | - |
| Total Investments in Securities: | 4,483,527 | 4,483,527 | - | - |
Fidelity® Sustainable Target Date 2035 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $3,971,503) | $ | 4,483,527 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $3,971,503) | | | $ | 4,483,527 |
| Receivable for investments sold | | | | 12,634 |
| Receivable for fund shares sold | | | | 5,244 |
Total assets | | | | 4,501,405 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 17,877 | | |
| Accrued management fee | | 1,422 | | |
| Distribution and service plan fees payable | | 206 | | |
| Total liabilities | | | | 19,505 |
| Net Assets | | | $ | 4,481,900 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 3,966,747 |
| Total accumulated earnings (loss) | | | | 515,153 |
| Net Assets | | | $ | 4,481,900 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($275,156 ÷ 22,517 shares)(a) | | | $ | 12.22 |
| Maximum offering price per share (100/94.25 of $12.22) | | | $ | 12.97 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($122,123 ÷ 10,004 shares)(a) | | | $ | 12.21 |
| Maximum offering price per share (100/96.50 of $12.21) | | | $ | 12.65 |
| Class C : | | | | |
Net Asset Value and offering price per share ($121,835 ÷ 10,020 shares)(a) | | | $ | 12.16 |
| Fidelity Sustainable Target Date 2035 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($1,976,768 ÷ 161,683 shares) | | | $ | 12.23 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($124,382 ÷ 10,157 shares) | | | $ | 12.25 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($1,616,698 ÷ 132,006 shares) | | | $ | 12.25 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($122,467 ÷ 10,001 shares) | | | $ | 12.25 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($122,471 ÷ 10,000 shares) | | | $ | 12.25 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 20,891 |
| Expenses | | | | |
| Management fee | $ | 7,416 | | |
| Distribution and service plan fees | | 1,128 | | |
| Independent trustees' fees and expenses | | 4 | | |
| Total expenses before reductions | | 8,548 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 8,544 |
| Net Investment income (loss) | | | | 12,347 |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (4,881) | | |
| Total net realized gain (loss) | | | | (4,881) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 289,342 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 289,342 |
| Net gain (loss) | | | | 284,461 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 296,808 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | 12,347 | $ | 23,421 |
| Net realized gain (loss) | | (4,881) | | 37 |
| Change in net unrealized appreciation (depreciation) | | 289,342 | | 222,682 |
| Net increase (decrease) in net assets resulting from operations | | 296,808 | | 246,140 |
| Distributions to shareholders | | (7,266) | | (20,529) |
| | | | | |
| Share transactions - net increase (decrease) | | 722,715 | | 3,244,032 |
| Total increase (decrease) in net assets | | 1,012,257 | | 3,469,643 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 3,469,643 | | - |
| End of period | $ | 4,481,900 | $ | 3,469,643 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2035 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.39 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .02 | | .14 |
| Net realized and unrealized gain (loss) | | .82 | | 1.38 |
| Total from investment operations | | .84 | | 1.52 |
| Distributions from net investment income | | - D | | (.12) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.13) |
| Net asset value, end of period | $ | 12.22 | $ | 11.39 |
Total Return E,F,G | | | | 15.23% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .72% J | | .73% J,K |
| Expenses net of fee waivers, if any | | | | .73% J,K |
| Expenses net of all reductions | | .72% J | | .73% J,K |
| Net investment income (loss) | | .37% J | | 1.54% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 275 | $ | 175 |
Portfolio turnover rate L | | | | 34% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2035 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.38 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .01 | | .12 |
| Net realized and unrealized gain (loss) | | .83 | | 1.37 |
| Total from investment operations | | .84 | | 1.49 |
| Distributions from net investment income | | - | | (.10) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.11) |
| Net asset value, end of period | $ | 12.21 | $ | 11.38 |
Total Return D,E,F | | | | 14.94% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .97% I | | .97% I |
| Expenses net of fee waivers, if any | | | | .97% I |
| Expenses net of all reductions | | .97% I | | .97% I |
| Net investment income (loss) | | .12% I | | 1.29% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 122 | $ | 114 |
Portfolio turnover rate J | | | | 34% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2035 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.37 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .07 |
| Net realized and unrealized gain (loss) | | .81 | | 1.38 |
| Total from investment operations | | .79 | | 1.45 |
| Distributions from net investment income | | - | | (.07) |
| Distributions from net realized gain | | - D | | (.01) |
| Total distributions | | - D | | (.08) |
| Net asset value, end of period | $ | 12.16 | $ | 11.37 |
Total Return E,F,G | | | | 14.51% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | 1.47% J | | 1.47% J |
| Expenses net of fee waivers, if any | | | | 1.47% J |
| Expenses net of all reductions | | 1.47% J | | 1.47% J |
| Net investment income (loss) | | (.38)% J | | .79% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 122 | $ | 114 |
Portfolio turnover rate K | | | | 34% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the contingent deferred sales charge.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2035 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.39 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .04 | | .17 |
| Net realized and unrealized gain (loss) | | .82 | | 1.37 |
| Total from investment operations | | .86 | | 1.54 |
| Distributions from net investment income | | (.01) | | (.15) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.02) | | (.15) D |
| Net asset value, end of period | $ | 12.23 | $ | 11.39 |
Total Return E,F | | | | 15.48% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .47% I | | .48% I,J |
| Expenses net of fee waivers, if any | | | | .48% I,J |
| Expenses net of all reductions | | .47% I | | .47% I,J |
| Net investment income (loss) | | .62% I | | 1.79% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 1,977 | $ | 1,177 |
Portfolio turnover rate K | | | | 34% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2035 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.40 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .04 | | .18 |
| Net realized and unrealized gain (loss) | | .83 | | 1.37 |
| Total from investment operations | | .87 | | 1.55 |
| Distributions from net investment income | | (.01) | | (.14) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.02) | | (.15) |
| Net asset value, end of period | $ | 12.25 | $ | 11.40 |
Total Return D,E | | | | 15.56% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .37% H | | .37% H |
| Expenses net of fee waivers, if any | | | | .37% H |
| Expenses net of all reductions | | .37% H | | .37% H |
| Net investment income (loss) | | .72% H | | 1.89% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 124 | $ | 116 |
Portfolio turnover rate I | | | | 34% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2035 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.41 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .05 | | .19 |
| Net realized and unrealized gain (loss) | | .82 | | 1.38 |
| Total from investment operations | | .87 | | 1.57 |
| Distributions from net investment income | | (.02) | | (.15) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.03) | | (.16) |
| Net asset value, end of period | $ | 12.25 | $ | 11.41 |
Total Return D,E | | | | 15.73% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .27% H | | .28% H,I |
| Expenses net of fee waivers, if any | | | | .28% H,I |
| Expenses net of all reductions | | .27% H | | .28% H,I |
| Net investment income (loss) | | .83% H | | 1.99% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 1,617 | $ | 1,292 |
Portfolio turnover rate J | | | | 34% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2035 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.40 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .04 | | .17 |
| Net realized and unrealized gain (loss) | | .82 | | 1.37 |
| Total from investment operations | | .86 | | 1.54 |
| Distributions from net investment income | | - D | | (.14) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.14) E |
| Net asset value, end of period | $ | 12.25 | $ | 11.40 |
Total Return F,G | | | | 15.49% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .47% J | | .48% J,K |
| Expenses net of fee waivers, if any | | | | .48% J,K |
| Expenses net of all reductions | | .47% J | | .48% J,K |
| Net investment income (loss) | | .62% J | | 1.79% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 122 | $ | 254 |
Portfolio turnover rate L | | | | 34% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2035 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.40 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .04 | | .18 |
| Net realized and unrealized gain (loss) | | .83 | | 1.37 |
| Total from investment operations | | .87 | | 1.55 |
| Distributions from net investment income | | (.01) | | (.14) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.02) | | (.15) |
| Net asset value, end of period | $ | 12.25 | $ | 11.40 |
Total Return D,E | | | | 15.56% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .37% H | | .37% H |
| Expenses net of fee waivers, if any | | | | .37% H |
| Expenses net of all reductions | | .37% H | | .37% H |
| Net investment income (loss) | | .72% H | | 1.89% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 122 | $ | 114 |
Portfolio turnover rate I | | | | 34% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2040 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 46.8% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $2,320,063) | | 197,410 | 2,765,718 |
| | | | |
| International Equity Funds - 39.9% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 64,280 | 768,791 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 130,584 | 1,591,825 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $2,087,058) | | | 2,360,616 |
| | | | |
| Bond Funds - 13.3% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 9,054 | 72,159 |
| Fidelity Series International Developed Markets Bond Index Fund (a) | | 7,811 | 69,287 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 57,370 | 336,761 |
| Fidelity Series Sustainable Investment Grade Bond Fund (a) | | 30,670 | 305,776 |
| TOTAL BOND FUNDS (Cost $758,622) | | | 783,983 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $5,165,743) | 5,910,317 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (2,321) |
| NET ASSETS - 100.0% | 5,907,996 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 42,515 | 33,060 | 6,610 | 671 | 108 | 3,086 | 72,159 |
| Fidelity Series International Developed Markets Bond Index Fund | 33,507 | 36,914 | 2,655 | 566 | 17 | 1,504 | 69,287 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 222,524 | 141,402 | 42,185 | 4,777 | (1,314) | 16,334 | 336,761 |
| Fidelity Series Sustainable Emerging Markets Fund | 424,975 | 320,481 | 50,871 | - | (42) | 74,248 | 768,791 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 171,510 | 160,628 | 35,339 | 5,497 | 420 | 8,557 | 305,776 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 945,233 | 625,778 | 77,489 | - | 605 | 97,698 | 1,591,825 |
| Fidelity Series Sustainable U.S. Market Fund | 1,663,319 | 1,051,355 | 168,710 | - | (39) | 219,793 | 2,765,718 |
| Fidelity Series Treasury Bill Index Fund | - | 7,493 | 7,493 | 31 | - | - | - |
| | 3,503,583 | 2,377,111 | 391,352 | 11,542 | (245) | 421,220 | 5,910,317 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 2,765,718 | 2,765,718 | - | - |
|
| International Equity Funds | 2,360,616 | 2,360,616 | - | - |
|
| Bond Funds | 783,983 | 783,983 | - | - |
| Total Investments in Securities: | 5,910,317 | 5,910,317 | - | - |
Fidelity® Sustainable Target Date 2040 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $5,165,743) | $ | 5,910,317 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $5,165,743) | | | $ | 5,910,317 |
| Receivable for investments sold | | | | 6,552 |
| Receivable for fund shares sold | | | | 24,091 |
Total assets | | | | 5,940,960 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 30,292 | | |
| Payable for fund shares redeemed | | 351 | | |
| Accrued management fee | | 2,113 | | |
| Distribution and service plan fees payable | | 208 | | |
| Total liabilities | | | | 32,964 |
| Net Assets | | | $ | 5,907,996 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 5,168,264 |
| Total accumulated earnings (loss) | | | | 739,732 |
| Net Assets | | | $ | 5,907,996 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($241,666 ÷ 19,117 shares)(a) | | | $ | 12.64 |
| Maximum offering price per share (100/94.25 of $12.64) | | | $ | 13.41 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($148,044 ÷ 11,718 shares)(a) | | | $ | 12.63 |
| Maximum offering price per share (100/96.50 of $12.63) | | | $ | 13.09 |
| Class C : | | | | |
Net Asset Value and offering price per share ($126,432 ÷ 10,047 shares)(a) | | | $ | 12.58 |
| Fidelity Sustainable Target Date 2040 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($4,117,743 ÷ 325,306 shares) | | | $ | 12.66 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($128,293 ÷ 10,110 shares) | | | $ | 12.69 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($873,385 ÷ 68,817 shares) | | | $ | 12.69 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($145,536 ÷ 11,475 shares) | | | $ | 12.68 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($126,897 ÷ 10,000 shares) | | | $ | 12.69 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 11,542 |
| Expenses | | | | |
| Management fee | $ | 10,444 | | |
| Distribution and service plan fees | | 1,304 | | |
| Independent trustees' fees and expenses | | 5 | | |
| Total expenses before reductions | | 11,753 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 11,749 |
| Net Investment income (loss) | | | | (207) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (245) | | |
| Total net realized gain (loss) | | | | (245) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 421,220 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 421,220 |
| Net gain (loss) | | | | 420,975 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 420,768 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | (207) | $ | 20,212 |
| Net realized gain (loss) | | (245) | | (436) |
| Change in net unrealized appreciation (depreciation) | | 421,220 | | 323,354 |
| Net increase (decrease) in net assets resulting from operations | | 420,768 | | 343,130 |
| Distributions to shareholders | | (3,801) | | (20,366) |
| | | | | |
| Share transactions - net increase (decrease) | | 1,988,628 | | 3,179,637 |
| Total increase (decrease) in net assets | | 2,405,595 | | 3,502,401 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 3,502,401 | | - |
| End of period | $ | 5,907,996 | $ | 3,502,401 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2040 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.72 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .11 |
| Net realized and unrealized gain (loss) | | .94 | | 1.72 |
| Total from investment operations | | .93 | | 1.83 |
| Distributions from net investment income | | - | | (.10) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.11) |
| Net asset value, end of period | $ | 12.64 | $ | 11.72 |
Total Return D,E,F | | | | 18.32% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .73% I | | .74% I,J |
| Expenses net of fee waivers, if any | | | | .74% I,J |
| Expenses net of all reductions | | .73% I | | .74% I,J |
| Net investment income (loss) | | (.24)% I | | 1.19% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 242 | $ | 306 |
Portfolio turnover rate K | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2040 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.73 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.03) | | .09 |
| Net realized and unrealized gain (loss) | | .94 | | 1.71 |
| Total from investment operations | | .91 | | 1.80 |
| Distributions from net investment income | | - | | (.07) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.07) D |
| Net asset value, end of period | $ | 12.63 | $ | 11.73 |
Total Return E,F,G | | | | 18.08% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .98% J | | .98% J |
| Expenses net of fee waivers, if any | | | | .98% J |
| Expenses net of all reductions | | .98% J | | .98% J |
| Net investment income (loss) | | (.49)% J | | .94% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 148 | $ | 129 |
Portfolio turnover rate K | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal distributions per share do not sum due to rounding.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2040 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.71 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.06) | | .04 |
| Net realized and unrealized gain (loss) | | .94 | | 1.71 |
| Total from investment operations | | .88 | | 1.75 |
| Distributions from net investment income | | - | | (.03) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.04) |
| Net asset value, end of period | $ | 12.58 | $ | 11.71 |
Total Return D,E,F | | | | 17.52% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | 1.48% I | | 1.48% I |
| Expenses net of fee waivers, if any | | | | 1.48% I |
| Expenses net of all reductions | | 1.48% I | | 1.48% I |
| Net investment income (loss) | | (.99)% I | | .44% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 126 | $ | 117 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the contingent deferred sales charge.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2040 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.73 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .14 |
| Net realized and unrealized gain (loss) | | .94 | | 1.71 |
| Total from investment operations | | .94 | | 1.85 |
| Distributions from net investment income | | - D | | (.12) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.12) E |
| Net asset value, end of period | $ | 12.66 | $ | 11.73 |
Total Return F,G | | | | 18.59% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .48% J | | .49% J,K |
| Expenses net of fee waivers, if any | | | | .49% J,K |
| Expenses net of all reductions | | .48% J | | .49% J,K |
| Net investment income (loss) | | .01% J | | 1.44% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 4,118 | $ | 1,854 |
Portfolio turnover rate L | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2040 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.75 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .01 | | .15 |
| Net realized and unrealized gain (loss) | | .94 | | 1.71 |
| Total from investment operations | | .95 | | 1.86 |
| Distributions from net investment income | | - D | | (.11) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.11) E |
| Net asset value, end of period | $ | 12.69 | $ | 11.75 |
Total Return F,G | | | | 18.69% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .38% J | | .38% J |
| Expenses net of fee waivers, if any | | | | .38% J |
| Expenses net of all reductions | | .38% J | | .38% J |
| Net investment income (loss) | | .11% J | | 1.55% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 119 |
Portfolio turnover rate K | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2040 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.75 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .01 | | .16 |
| Net realized and unrealized gain (loss) | | .95 | | 1.71 |
| Total from investment operations | | .96 | | 1.87 |
| Distributions from net investment income | | (.01) | | (.11) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.02) | | (.12) |
| Net asset value, end of period | $ | 12.69 | $ | 11.75 |
Total Return D,E | | | | 18.77% |
Ratios to Average Net Assets C,F,G | | | | |
| Expenses before reductions | | .28% H | | .28% H,I |
| Expenses net of fee waivers, if any | | | | .28% H,I |
| Expenses net of all reductions | | .28% H | | .28% H,I |
| Net investment income (loss) | | .21% H | | 1.64% H |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 873 | $ | 608 |
Portfolio turnover rate J | | | | 31% H |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2040 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.75 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .14 |
| Net realized and unrealized gain (loss) | | .94 | | 1.72 |
| Total from investment operations | | .94 | | 1.86 |
| Distributions from net investment income | | - | | (.10) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.11) |
| Net asset value, end of period | $ | 12.68 | $ | 11.75 |
Total Return E,F | | | | 18.62% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .48% I | | .48% I |
| Expenses net of fee waivers, if any | | | | .48% I |
| Expenses net of all reductions | | .48% I | | .48% I |
| Net investment income (loss) | | .01% I | | 1.45% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 146 | $ | 134 |
Portfolio turnover rate J | | | | 31% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2040 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.75 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | .01 | | .15 |
| Net realized and unrealized gain (loss) | | .94 | | 1.71 |
| Total from investment operations | | .95 | | 1.86 |
| Distributions from net investment income | | - D | | (.11) |
| Distributions from net realized gain | | (.01) | | (.01) |
| Total distributions | | (.01) | | (.11) E |
| Net asset value, end of period | $ | 12.69 | $ | 11.75 |
Total Return F,G | | | | 18.69% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .38% J | | .38% J |
| Expenses net of fee waivers, if any | | | | .38% J |
| Expenses net of all reductions | | .38% J | | .38% J |
| Net investment income (loss) | | .11% J | | 1.55% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 127 | $ | 117 |
Portfolio turnover rate K | | | | 31% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2045 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 50.7% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $2,594,803) | | 214,412 | 3,003,911 |
| | | | |
| International Equity Funds - 42.6% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 68,115 | 814,654 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 139,789 | 1,704,033 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $2,281,174) | | | 2,518,687 |
| | | | |
| Bond Funds - 6.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 9,070 | 72,290 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 55,430 | 325,375 |
| TOTAL BOND FUNDS (Cost $385,970) | | | 397,665 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $5,261,947) | 5,920,263 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (1,995) |
| NET ASSETS - 100.0% | 5,918,268 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 36,369 | 38,608 | 5,284 | 530 | 60 | 2,537 | 72,290 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 190,411 | 161,367 | 37,729 | 3,963 | (2,118) | 13,444 | 325,375 |
| Fidelity Series Sustainable Emerging Markets Fund | 380,943 | 408,094 | 36,111 | - | (583) | 62,311 | 814,654 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 15,836 | 11,970 | 27,618 | 124 | 25 | (213) | - |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 855,247 | 824,774 | 58,485 | - | (761) | 83,258 | 1,704,033 |
| Fidelity Series Sustainable U.S. Market Fund | 1,519,440 | 1,418,900 | 125,245 | - | (936) | 191,752 | 3,003,911 |
| Fidelity Series Treasury Bill Index Fund | - | 6,347 | 6,347 | 26 | - | - | - |
| | 2,998,246 | 2,870,060 | 296,819 | 4,643 | (4,313) | 353,089 | 5,920,263 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 3,003,911 | 3,003,911 | - | - |
|
| International Equity Funds | 2,518,687 | 2,518,687 | - | - |
|
| Bond Funds | 397,665 | 397,665 | - | - |
| Total Investments in Securities: | 5,920,263 | 5,920,263 | - | - |
Fidelity® Sustainable Target Date 2045 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $5,261,947) | $ | 5,920,263 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $5,261,947) | | | $ | 5,920,263 |
| Receivable for investments sold | | | | 8,277 |
| Receivable for fund shares sold | | | | 28,308 |
Total assets | | | | 5,956,848 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 35,473 | | |
| Payable for fund shares redeemed | | 1,112 | | |
| Accrued management fee | | 1,784 | | |
| Distribution and service plan fees payable | | 211 | | |
| Total liabilities | | | | 38,580 |
| Net Assets | | | $ | 5,918,268 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 5,275,800 |
| Total accumulated earnings (loss) | | | | 642,468 |
| Net Assets | | | $ | 5,918,268 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($248,354 ÷ 19,426 shares)(a) | | | $ | 12.78 |
| Maximum offering price per share (100/94.25 of $12.78) | | | $ | 13.56 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($135,275 ÷ 10,601 shares)(a) | | | $ | 12.76 |
| Maximum offering price per share (100/96.50 of $12.76) | | | $ | 13.22 |
| Class C : | | | | |
Net Asset Value and offering price per share ($130,469 ÷ 10,266 shares)(a) | | | $ | 12.71 |
| Fidelity Sustainable Target Date 2045 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($3,973,749 ÷ 310,646 shares) | | | $ | 12.79 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($129,620 ÷ 10,113 shares) | | | $ | 12.82 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($1,005,922 ÷ 78,465 shares) | | | $ | 12.82 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($166,703 ÷ 13,016 shares) | | | $ | 12.81 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($128,176 ÷ 10,000 shares) | | | $ | 12.82 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 4,643 |
| Expenses | | | | |
| Management fee | $ | 8,561 | | |
| Distribution and service plan fees | | 1,131 | | |
| Independent trustees' fees and expenses | | 5 | | |
| Total expenses before reductions | | 9,697 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 9,693 |
| Net Investment income (loss) | | | | (5,050) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (4,313) | | |
| Total net realized gain (loss) | | | | (4,313) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 353,089 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 353,089 |
| Net gain (loss) | | | | 348,776 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 343,726 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | (5,050) | $ | 18,939 |
| Net realized gain (loss) | | (4,313) | | (4,594) |
| Change in net unrealized appreciation (depreciation) | | 353,089 | | 305,227 |
| Net increase (decrease) in net assets resulting from operations | | 343,726 | | 319,572 |
| Distributions to shareholders | | (1,394) | | (19,437) |
| | | | | |
| Share transactions - net increase (decrease) | | 2,578,725 | | 2,697,076 |
| Total increase (decrease) in net assets | | 2,921,057 | | 2,997,211 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 2,997,211 | | - |
| End of period | $ | 5,918,268 | $ | 2,997,211 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2045 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.03) | | .10 |
| Net realized and unrealized gain (loss) | | .98 | | 1.83 |
| Total from investment operations | | .95 | | 1.93 |
| Distributions from net investment income | | - | | (.10) |
| Total distributions | | - | | (.10) |
| Net asset value, end of period | $ | 12.78 | $ | 11.83 |
Total Return D,E,F | | | | 19.36% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .74% I | | .74% I |
| Expenses net of fee waivers, if any | | | | .74% I |
| Expenses net of all reductions | | .74% I | | .74% I |
| Net investment income (loss) | | (.50)% I | | 1.08% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 248 | $ | 124 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2045 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.05) | | .08 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .94 | | 1.90 |
| Distributions from net investment income | | - | | (.08) |
| Total distributions | | - | | (.08) |
| Net asset value, end of period | $ | 12.76 | $ | 11.82 |
Total Return D,E,F | | | | 19.07% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .99% I | | .99% I |
| Expenses net of fee waivers, if any | | | | .99% I |
| Expenses net of all reductions | | .99% I | | .99% I |
| Net investment income (loss) | | (.75)% I | | .84% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 135 | $ | 119 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2045 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.80 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.08) | | .03 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .91 | | 1.85 |
| Distributions from net investment income | | - | | (.05) |
| Total distributions | | - | | (.05) |
| Net asset value, end of period | $ | 12.71 | $ | 11.80 |
Total Return D,E,F | | | | 18.53% |
Ratios to Average Net Assets B,G,H | | | | |
| Expenses before reductions | | 1.49% I | | 1.49% I |
| Expenses net of fee waivers, if any | | | | 1.49% I |
| Expenses net of all reductions | | 1.49% I | | 1.49% I |
| Net investment income (loss) | | (1.25)% I | | .33% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 130 | $ | 118 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
CCalculated based on average shares outstanding during the period.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the contingent deferred sales charge.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2045 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.81 |
| Total from investment operations | | .97 | | 1.94 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.79 | $ | 11.82 |
Total Return E,F | | | | 19.53% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .49% I | | .50% I |
| Expenses net of fee waivers, if any | | | | .50% I |
| Expenses net of all reductions | | .49% I | | .50% I |
| Net investment income (loss) | | (.25)% I | | 1.33% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 3,974 | $ | 1,416 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2045 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .14 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.70% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.15)% I | | 1.43% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 130 | $ | 120 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2045 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .15 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .99 | | 1.97 |
| Distributions from net investment income | | - | | (.13) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.01) | | (.13) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.77% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .29% I | | .30% I |
| Expenses net of fee waivers, if any | | | | .30% I |
| Expenses net of all reductions | | .29% I | | .29% I |
| Net investment income (loss) | | (.05)% I | | 1.53% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 1,006 | $ | 715 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2045 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .97 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.81 | $ | 11.84 |
Total Return E,F | | | | 19.63% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .49% I | | .49% I |
| Expenses net of fee waivers, if any | | | | .49% I |
| Expenses net of all reductions | | .49% I | | .49% I |
| Net investment income (loss) | | (.25)% I | | 1.34% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 167 | $ | 149 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2045 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .14 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.70% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.15)% I | | 1.43% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate J | | | | 58% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2050 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 50.7% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $2,373,434) | | 205,065 | 2,872,963 |
| | | | |
| International Equity Funds - 42.6% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 65,144 | 779,124 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 133,698 | 1,629,781 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $2,117,552) | | | 2,408,905 |
| | | | |
| Bond Funds - 6.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 8,675 | 69,140 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 53,036 | 311,320 |
| TOTAL BOND FUNDS (Cost $367,564) | | | 380,460 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $4,858,550) | 5,662,328 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (2,227) |
| NET ASSETS - 100.0% | 5,660,101 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 45,102 | 26,469 | 5,470 | 638 | 101 | 2,938 | 69,140 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 235,859 | 107,168 | 45,331 | 4,684 | (2,312) | 15,936 | 311,320 |
| Fidelity Series Sustainable Emerging Markets Fund | 471,738 | 269,125 | 35,980 | - | (317) | 74,558 | 779,124 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 19,474 | 14,025 | 33,270 | 151 | 32 | (261) | - |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 1,059,071 | 526,992 | 55,664 | - | (31) | 99,413 | 1,629,781 |
| Fidelity Series Sustainable U.S. Market Fund | 1,881,641 | 888,323 | 120,091 | - | (690) | 223,780 | 2,872,963 |
| Fidelity Series Treasury Bill Index Fund | - | 7,739 | 7,739 | 32 | - | - | - |
| | 3,712,885 | 1,839,841 | 303,545 | 5,505 | (3,217) | 416,364 | 5,662,328 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 2,872,963 | 2,872,963 | - | - |
|
| International Equity Funds | 2,408,905 | 2,408,905 | - | - |
|
| Bond Funds | 380,460 | 380,460 | - | - |
| Total Investments in Securities: | 5,662,328 | 5,662,328 | - | - |
Fidelity® Sustainable Target Date 2050 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $4,858,550) | $ | 5,662,328 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $4,858,550) | | | $ | 5,662,328 |
| Receivable for investments sold | | | | 7,763 |
| Receivable for fund shares sold | | | | 43,463 |
Total assets | | | | 5,713,554 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 48,854 | | |
| Payable for fund shares redeemed | | 2,372 | | |
| Accrued management fee | | 2,020 | | |
| Distribution and service plan fees payable | | 207 | | |
| Total liabilities | | | | 53,453 |
| Net Assets | | | $ | 5,660,101 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 4,874,564 |
| Total accumulated earnings (loss) | | | | 785,537 |
| Net Assets | | | $ | 5,660,101 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($164,628 ÷ 12,877 shares)(a) | | | $ | 12.78 |
| Maximum offering price per share (100/94.25 of $12.78) | | | $ | 13.56 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($172,513 ÷ 13,520 shares)(a) | | | $ | 12.76 |
| Maximum offering price per share (100/96.50 of $12.76) | | | $ | 13.22 |
| Class C : | | | | |
Net Asset Value and offering price per share ($127,900 ÷ 10,065 shares)(a) | | | $ | 12.71 |
| Fidelity Sustainable Target Date 2050 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($3,644,413 ÷ 284,842 shares) | | | $ | 12.79 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($129,606 ÷ 10,112 shares) | | | $ | 12.82 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($1,066,681 ÷ 83,201 shares) | | | $ | 12.82 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($226,186 ÷ 17,656 shares) | | | $ | 12.81 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($128,174 ÷ 10,000 shares) | | | $ | 12.82 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 5,505 |
| Expenses | | | | |
| Management fee | $ | 10,272 | | |
| Distribution and service plan fees | | 1,163 | | |
| Independent trustees' fees and expenses | | 5 | | |
| Total expenses before reductions | | 11,440 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 11,436 |
| Net Investment income (loss) | | | | (5,931) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (3,217) | | |
| Total net realized gain (loss) | | | | (3,217) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 416,364 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 416,364 |
| Net gain (loss) | | | | 413,147 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 407,216 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | (5,931) | $ | 24,106 |
| Net realized gain (loss) | | (3,217) | | (6,871) |
| Change in net unrealized appreciation (depreciation) | | 416,364 | | 387,414 |
| Net increase (decrease) in net assets resulting from operations | | 407,216 | | 404,649 |
| Distributions to shareholders | | (1,369) | | (24,959) |
| | | | | |
| Share transactions - net increase (decrease) | | 1,542,700 | | 3,331,864 |
| Total increase (decrease) in net assets | | 1,948,547 | | 3,711,554 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 3,711,554 | | - |
| End of period | $ | 5,660,101 | $ | 3,711,554 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2050 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.03) | | .10 |
| Net realized and unrealized gain (loss) | | .98 | | 1.83 |
| Total from investment operations | | .95 | | 1.93 |
| Distributions from net investment income | | - | | (.10) |
| Total distributions | | - | | (.10) |
| Net asset value, end of period | $ | 12.78 | $ | 11.83 |
Total Return D,E,F | | | | 19.35% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .74% I | | .74% I |
| Expenses net of fee waivers, if any | | | | .74% I |
| Expenses net of all reductions | | .74% I | | .74% I |
| Net investment income (loss) | | (.50)% I | | 1.07% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 165 | $ | 136 |
Portfolio turnover rate J | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2050 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.05) | | .08 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .94 | | 1.90 |
| Distributions from net investment income | | - | | (.08) |
| Total distributions | | - | | (.08) |
| Net asset value, end of period | $ | 12.76 | $ | 11.82 |
Total Return D,E,F | | | | 19.06% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .99% I | | .99% I,J |
| Expenses net of fee waivers, if any | | | | .99% I,J |
| Expenses net of all reductions | | .99% I | | .99% I,J |
| Net investment income (loss) | | (.76)% I | | .82% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 173 | $ | 118 |
Portfolio turnover rate K | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the sales charges.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2050 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.80 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.08) | | .03 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .91 | | 1.85 |
| Distributions from net investment income | | - | | (.05) |
| Total distributions | | - | | (.05) |
| Net asset value, end of period | $ | 12.71 | $ | 11.80 |
Total Return D,E,F | | | | 18.52% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | 1.49% I | | 1.50% I,J |
| Expenses net of fee waivers, if any | | | | 1.50% I,J |
| Expenses net of all reductions | | 1.49% I | | 1.49% I,J |
| Net investment income (loss) | | (1.25)% I | | .32% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate K | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
FTotal returns do not include the effect of the contingent deferred sales charge.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2050 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .97 | | 1.94 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.79 | $ | 11.82 |
Total Return E,F | | | | 19.51% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .49% I | | .50% I,J |
| Expenses net of fee waivers, if any | | | | .50% I,J |
| Expenses net of all reductions | | .49% I | | .50% I,J |
| Net investment income (loss) | | (.25)% I | | 1.32% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 3,644 | $ | 2,069 |
Portfolio turnover rate K | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2050 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.69% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.15)% I | | 1.42% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 130 | $ | 120 |
Portfolio turnover rate J | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2050 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .14 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .99 | | 1.97 |
| Distributions from net investment income | | - | | (.13) |
| Distributions from net realized gain | | (.01) | | - |
| Total distributions | | (.01) | | (.13) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.76% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .29% I | | .29% I |
| Expenses net of fee waivers, if any | | | | .29% I |
| Expenses net of all reductions | | .29% I | | .29% I |
| Net investment income (loss) | | (.05)% I | | 1.52% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 1,067 | $ | 760 |
Portfolio turnover rate J | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2050 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .97 | | 1.95 |
| Distributions from net investment income | | - | | (.11) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.11) |
| Net asset value, end of period | $ | 12.81 | $ | 11.84 |
Total Return E,F | | | | 19.62% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .49% I | | .49% I |
| Expenses net of fee waivers, if any | | | | .49% I |
| Expenses net of all reductions | | .49% I | | .49% I |
| Net investment income (loss) | | (.25)% I | | 1.32% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 226 | $ | 153 |
Portfolio turnover rate J | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2050 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.69% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.15)% I | | 1.42% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate J | | | | 30% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2055 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 50.8% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $2,245,691) | | 190,620 | 2,670,582 |
| | | | |
| International Equity Funds - 42.5% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 60,549 | 724,170 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 124,276 | 1,514,920 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $1,989,322) | | | 2,239,090 |
| | | | |
| Bond Funds - 6.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 8,064 | 64,269 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 49,295 | 289,362 |
| TOTAL BOND FUNDS (Cost $340,662) | | | 353,631 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $4,575,675) | 5,263,303 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (2,069) |
| NET ASSETS - 100.0% | 5,261,234 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 36,121 | 29,066 | 3,761 | 581 | 65 | 2,778 | 64,269 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 188,984 | 122,992 | 35,869 | 4,270 | (1,818) | 15,073 | 289,362 |
| Fidelity Series Sustainable Emerging Markets Fund | 378,027 | 298,641 | 20,297 | - | (203) | 68,002 | 724,170 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 15,650 | 14,711 | 30,184 | 135 | 34 | (211) | - |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 848,692 | 592,021 | 15,853 | - | (238) | 90,298 | 1,514,920 |
| Fidelity Series Sustainable U.S. Market Fund | 1,507,828 | 1,015,329 | 60,900 | - | (338) | 208,663 | 2,670,582 |
| Fidelity Series Treasury Bill Index Fund | - | 7,195 | 7,195 | 28 | - | - | - |
| | 2,975,302 | 2,079,955 | 174,059 | 5,014 | (2,498) | 384,603 | 5,263,303 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 2,670,582 | 2,670,582 | - | - |
|
| International Equity Funds | 2,239,090 | 2,239,090 | - | - |
|
| Bond Funds | 353,631 | 353,631 | - | - |
| Total Investments in Securities: | 5,263,303 | 5,263,303 | - | - |
Fidelity® Sustainable Target Date 2055 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $4,575,675) | $ | 5,263,303 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $4,575,675) | | | $ | 5,263,303 |
| Receivable for investments sold | | | | 12,681 |
| Receivable for fund shares sold | | | | 15,700 |
Total assets | | | | 5,291,684 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 22,896 | | |
| Payable for fund shares redeemed | | 5,486 | | |
| Accrued management fee | | 1,858 | | |
| Distribution and service plan fees payable | | 210 | | |
| Total liabilities | | | | 30,450 |
| Net Assets | | | $ | 5,261,234 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 4,584,389 |
| Total accumulated earnings (loss) | | | | 676,845 |
| Net Assets | | | $ | 5,261,234 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($134,729 ÷ 10,540 shares)(a) | | | $ | 12.78 |
| Maximum offering price per share (100/94.25 of $12.78) | | | $ | 13.56 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($196,195 ÷ 15,380 shares)(a) | | | $ | 12.76 |
| Maximum offering price per share (100/96.50 of $12.76) | | | $ | 13.22 |
| Class C : | | | | |
Net Asset Value and offering price per share ($127,084 ÷ 10,000 shares)(a) | | | $ | 12.71 |
| Fidelity Sustainable Target Date 2055 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($3,546,466 ÷ 277,124 shares) | | | $ | 12.80 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($129,617 ÷ 10,110 shares) | | | $ | 12.82 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($845,350 ÷ 65,914 shares) | | | $ | 12.83 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($153,585 ÷ 11,988 shares) | | | $ | 12.81 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($128,208 ÷ 10,000 shares) | | | $ | 12.82 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 5,014 |
| Expenses | | | | |
| Management fee | $ | 9,444 | | |
| Distribution and service plan fees | | 1,220 | | |
| Independent trustees' fees and expenses | | 5 | | |
| Total expenses before reductions | | 10,669 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 10,665 |
| Net Investment income (loss) | | | | (5,651) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (2,498) | | |
| Total net realized gain (loss) | | | | (2,498) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 384,603 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 384,603 |
| Net gain (loss) | | | | 382,105 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 376,454 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | (5,651) | $ | 17,041 |
| Net realized gain (loss) | | (2,498) | | 137 |
| Change in net unrealized appreciation (depreciation) | | 384,603 | | 303,025 |
| Net increase (decrease) in net assets resulting from operations | | 376,454 | | 320,203 |
| Distributions to shareholders | | (1,941) | | (17,871) |
| | | | | |
| Share transactions - net increase (decrease) | | 1,912,496 | | 2,671,893 |
| Total increase (decrease) in net assets | | 2,287,009 | | 2,974,225 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 2,974,225 | | - |
| End of period | $ | 5,261,234 | $ | 2,974,225 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2055 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.03) | | .10 |
| Net realized and unrealized gain (loss) | | .98 | | 1.83 |
| Total from investment operations | | .95 | | 1.93 |
| Distributions from net investment income | | - | | (.09) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.10) E |
| Net asset value, end of period | $ | 12.78 | $ | 11.83 |
Total Return F,G,H | | | | 19.34% |
Ratios to Average Net Assets C,I,J | | | | |
| Expenses before reductions | | .74% K | | .74% K |
| Expenses net of fee waivers, if any | | | | .74% K |
| Expenses net of all reductions | | .74% K | | .74% K |
| Net investment income (loss) | | (.50)% K | | 1.02% K |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 135 | $ | 124 |
Portfolio turnover rate L | | | | 22% K |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HTotal returns do not include the effect of the sales charges.
IFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
JExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
KAnnualized.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2055 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.05) | | .07 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .94 | | 1.90 |
| Distributions from net investment income | | - | | (.08) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.08) |
| Net asset value, end of period | $ | 12.76 | $ | 11.82 |
Total Return E,F,G | | | | 19.06% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .99% J | | 1.00% J,K |
| Expenses net of fee waivers, if any | | | | 1.00% J,K |
| Expenses net of all reductions | | .99% J | | .99% J,K |
| Net investment income (loss) | | (.75)% J | | .77% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 196 | $ | 181 |
Portfolio turnover rate L | | | | 22% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2055 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.80 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.08) | | .03 |
| Net realized and unrealized gain (loss) | | .99 | | 1.82 |
| Total from investment operations | | .91 | | 1.85 |
| Distributions from net investment income | | - | | (.04) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.05) E |
| Net asset value, end of period | $ | 12.71 | $ | 11.80 |
Total Return F,G,H | | | | 18.49% |
Ratios to Average Net Assets C,I,J | | | | |
| Expenses before reductions | | 1.49% K | | 1.50% K,L |
| Expenses net of fee waivers, if any | | | | 1.50% K,L |
| Expenses net of all reductions | | 1.49% K | | 1.49% K,L |
| Net investment income (loss) | | (1.25)% K | | .27% K |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 127 | $ | 118 |
Portfolio turnover rate M | | | | 22% K |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HTotal returns do not include the effect of the contingent deferred sales charge.
IFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
JExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
KAnnualized.
LOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
MAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2055 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | 1.00 | | 1.83 |
| Total from investment operations | | .98 | | 1.95 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.12) |
| Net asset value, end of period | $ | 12.80 | $ | 11.83 |
Total Return E,F | | | | 19.60% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .49% I | | .50% I,J |
| Expenses net of fee waivers, if any | | | | .50% I,J |
| Expenses net of all reductions | | .49% I | | .50% I,J |
| Net investment income (loss) | | (.25)% I | | 1.27% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 3,546 | $ | 1,465 |
Portfolio turnover rate K | | | | 22% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2055 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.11) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.12) E |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return F,G | | | | 19.66% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .39% J | | .39% J |
| Expenses net of fee waivers, if any | | | | .39% J |
| Expenses net of all reductions | | .39% J | | .39% J |
| Net investment income (loss) | | (.15)% J | | 1.37% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 130 | $ | 120 |
Portfolio turnover rate K | | | | 22% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2055 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.85 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .14 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .99 | | 1.97 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.12) |
| Net asset value, end of period | $ | 12.83 | $ | 11.85 |
Total Return E,F | | | | 19.83% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .29% I | | .30% I,J |
| Expenses net of fee waivers, if any | | | | .30% I,J |
| Expenses net of all reductions | | .29% I | | .30% I,J |
| Net investment income (loss) | | (.05)% I | | 1.47% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 845 | $ | 600 |
Portfolio turnover rate K | | | | 22% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2055 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .97 | | 1.95 |
| Distributions from net investment income | | - | | (.11) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.11) |
| Net asset value, end of period | $ | 12.81 | $ | 11.84 |
Total Return E,F | | | | 19.59% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .49% I | | .49% I |
| Expenses net of fee waivers, if any | | | | .49% I |
| Expenses net of all reductions | | .49% I | | .49% I |
| Net investment income (loss) | | (.25)% I | | 1.27% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 154 | $ | 129 |
Portfolio turnover rate J | | | | 22% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2055 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.11) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.12) E |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return F,G | | | | 19.66% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .39% J | | .39% J |
| Expenses net of fee waivers, if any | | | | .39% J |
| Expenses net of all reductions | | .39% J | | .39% J |
| Net investment income (loss) | | (.15)% J | | 1.37% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate K | | | | 22% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2060 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 50.8% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $1,959,358) | | 165,987 | 2,325,472 |
| | | | |
| International Equity Funds - 42.5% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 52,723 | 630,572 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 108,215 | 1,319,142 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $1,733,539) | | | 1,949,714 |
| | | | |
| Bond Funds - 6.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 7,022 | 55,963 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 42,927 | 251,983 |
| TOTAL BOND FUNDS (Cost $298,251) | | | 307,946 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $3,991,148) | 4,583,132 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (1,897) |
| NET ASSETS - 100.0% | 4,581,235 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 29,593 | 28,726 | 4,774 | 467 | 94 | 2,324 | 55,963 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 154,911 | 110,852 | 24,832 | 3,548 | (934) | 11,986 | 251,983 |
| Fidelity Series Sustainable Emerging Markets Fund | 309,888 | 289,525 | 26,839 | - | (155) | 58,153 | 630,572 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 12,871 | 12,254 | 24,965 | 112 | 13 | (173) | - |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 695,744 | 594,107 | 47,534 | - | (36) | 76,861 | 1,319,142 |
| Fidelity Series Sustainable U.S. Market Fund | 1,236,007 | 1,006,304 | 91,518 | - | (265) | 174,944 | 2,325,472 |
| Fidelity Series Treasury Bill Index Fund | - | 5,826 | 5,826 | 23 | - | - | - |
| | 2,439,014 | 2,047,594 | 226,288 | 4,150 | (1,283) | 324,095 | 4,583,132 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 2,325,472 | 2,325,472 | - | - |
|
| International Equity Funds | 1,949,714 | 1,949,714 | - | - |
|
| Bond Funds | 307,946 | 307,946 | - | - |
| Total Investments in Securities: | 4,583,132 | 4,583,132 | - | - |
Fidelity® Sustainable Target Date 2060 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $3,991,148) | $ | 4,583,132 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $3,991,148) | | | $ | 4,583,132 |
| Receivable for investments sold | | | | 12,083 |
| Receivable for fund shares sold | | | | 4,225 |
Total assets | | | | 4,599,440 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 16,206 | | |
| Payable for fund shares redeemed | | 104 | | |
| Accrued management fee | | 1,677 | | |
| Distribution and service plan fees payable | | 218 | | |
| Total liabilities | | | | 18,205 |
| Net Assets | | | $ | 4,581,235 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 3,997,312 |
| Total accumulated earnings (loss) | | | | 583,923 |
| Net Assets | | | $ | 4,581,235 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($256,080 ÷ 20,037 shares)(a) | | | $ | 12.78 |
| Maximum offering price per share (100/94.25 of $12.78) | | | $ | 13.56 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($153,641 ÷ 12,047 shares)(a) | | | $ | 12.75 |
| Maximum offering price per share (100/96.50 of $12.75) | | | $ | 13.21 |
| Class C : | | | | |
Net Asset Value and offering price per share ($127,038 ÷ 10,000 shares)(a) | | | $ | 12.70 |
| Fidelity Sustainable Target Date 2060 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($3,034,485 ÷ 237,206 shares) | | | $ | 12.79 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($129,623 ÷ 10,115 shares) | | | $ | 12.81 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($624,167 ÷ 48,690 shares) | | | $ | 12.82 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($128,052 ÷ 10,000 shares) | | | $ | 12.81 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($128,149 ÷ 10,000 shares) | | | $ | 12.81 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 4,150 |
| Expenses | | | | |
| Management fee | $ | 7,924 | | |
| Distribution and service plan fees | | 1,261 | | |
| Independent trustees' fees and expenses | | 4 | | |
| Total expenses before reductions | | 9,189 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 9,185 |
| Net Investment income (loss) | | | | (5,035) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (1,283) | | |
| Total net realized gain (loss) | | | | (1,283) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 324,095 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 324,095 |
| Net gain (loss) | | | | 322,812 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 317,777 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | (5,035) | $ | 14,564 |
| Net realized gain (loss) | | (1,283) | | 743 |
| Change in net unrealized appreciation (depreciation) | | 324,095 | | 267,889 |
| Net increase (decrease) in net assets resulting from operations | | 317,777 | | 283,196 |
| Distributions to shareholders | | (1,777) | | (15,273) |
| | | | | |
| Share transactions - net increase (decrease) | | 1,827,152 | | 2,170,160 |
| Total increase (decrease) in net assets | | 2,143,152 | | 2,438,083 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 2,438,083 | | - |
| End of period | $ | 4,581,235 | $ | 2,438,083 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2060 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.03) | | .09 |
| Net realized and unrealized gain (loss) | | .99 | | 1.84 |
| Total from investment operations | | .96 | | 1.93 |
| Distributions from net investment income | | - | | (.10) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.10) |
| Net asset value, end of period | $ | 12.78 | $ | 11.83 |
Total Return E,F,G | | | | 19.36% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .74% J | | .75% J,K |
| Expenses net of fee waivers, if any | | | | .75% J,K |
| Expenses net of all reductions | | .74% J | | .75% J,K |
| Net investment income (loss) | | (.50)% J | | 1.00% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 256 | $ | 229 |
Portfolio turnover rate L | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2060 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.05) | | .07 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .94 | | 1.90 |
| Distributions from net investment income | | - | | (.08) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.08) |
| Net asset value, end of period | $ | 12.75 | $ | 11.82 |
Total Return E,F,G | | | | 19.10% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .99% J | | .99% J |
| Expenses net of fee waivers, if any | | | | .99% J |
| Expenses net of all reductions | | .99% J | | .99% J |
| Net investment income (loss) | | (.75)% J | | .75% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 154 | $ | 142 |
Portfolio turnover rate K | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2060 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.80 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.08) | | .02 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .91 | | 1.85 |
| Distributions from net investment income | | - | | (.05) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.05) |
| Net asset value, end of period | $ | 12.70 | $ | 11.80 |
Total Return E,F,G | | | | 18.53% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | 1.49% J | | 1.50% J,K |
| Expenses net of fee waivers, if any | | | | 1.50% J,K |
| Expenses net of all reductions | | 1.49% J | | 1.50% J,K |
| Net investment income (loss) | | (1.25)% J | | .25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 127 | $ | 118 |
Portfolio turnover rate L | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the contingent deferred sales charge.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2060 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | .99 | | 1.84 |
| Total from investment operations | | .97 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.13) E |
| Net asset value, end of period | $ | 12.79 | $ | 11.83 |
Total Return F,G | | | | 19.64% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .49% J | | .50% J,K |
| Expenses net of fee waivers, if any | | | | .50% J,K |
| Expenses net of all reductions | | .49% J | | .50% J,K |
| Net investment income (loss) | | (.26)% J | | 1.25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 3,034 | $ | 1,081 |
Portfolio turnover rate L | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2060 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.12) |
| Net asset value, end of period | $ | 12.81 | $ | 11.84 |
Total Return E,F | | | | 19.71% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.15)% I | | 1.35% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 130 | $ | 120 |
Portfolio turnover rate J | | | | 21% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2060 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .14 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .99 | | 1.97 |
| Distributions from net investment income | | - | | (.13) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.13) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.78% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .29% I | | .30% I,J |
| Expenses net of fee waivers, if any | | | | .30% I,J |
| Expenses net of all reductions | | .29% I | | .29% I,J |
| Net investment income (loss) | | (.05)% I | | 1.45% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 624 | $ | 393 |
Portfolio turnover rate K | | | | 21% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2060 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | 1.01 | | 1.83 |
| Total from investment operations | | .99 | | 1.95 |
| Distributions from net investment income | | - | | (.11) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.12) E |
| Net asset value, end of period | $ | 12.81 | $ | 11.83 |
Total Return F,G | | | | 19.54% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .49% J | | .49% J |
| Expenses net of fee waivers, if any | | | | .49% J |
| Expenses net of all reductions | | .49% J | | .49% J |
| Net investment income (loss) | | (.25)% J | | 1.25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate K | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2060 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.12) |
| Net asset value, end of period | $ | 12.81 | $ | 11.84 |
Total Return E,F | | | | 19.71% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.15)% I | | 1.35% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate J | | | | 21% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2065 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 50.8% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $1,228,855) | | 108,979 | 1,526,789 |
| | | | |
| International Equity Funds - 42.5% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 34,616 | 414,003 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 71,049 | 866,082 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $1,113,113) | | | 1,280,085 |
| | | | |
| Bond Funds - 6.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 4,610 | 36,743 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 28,184 | 165,441 |
| TOTAL BOND FUNDS (Cost $196,659) | | | 202,184 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $2,538,627) | 3,009,058 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (1,273) |
| NET ASSETS - 100.0% | 3,007,785 |
| | |
Legend
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 25,594 | 11,966 | 2,450 | 345 | 61 | 1,572 | 36,743 |
| Fidelity Series Long-Term Treasury Bond Index Fund | 133,938 | 47,597 | 23,262 | 2,550 | (1,070) | 8,238 | 165,441 |
| Fidelity Series Sustainable Emerging Markets Fund | 267,912 | 119,051 | 13,202 | - | 21 | 40,221 | 414,003 |
| Fidelity Series Sustainable Investment Grade Bond Fund | 11,109 | 7,372 | 18,345 | 85 | 14 | (150) | - |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 601,501 | 226,012 | 13,293 | - | (75) | 51,937 | 866,082 |
| Fidelity Series Sustainable U.S. Market Fund | 1,068,585 | 375,871 | 37,961 | - | (60) | 120,354 | 1,526,789 |
| Fidelity Series Treasury Bill Index Fund | - | 4,431 | 4,431 | 18 | - | - | - |
| | 2,108,639 | 792,300 | 112,944 | 2,998 | (1,109) | 222,172 | 3,009,058 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 1,526,789 | 1,526,789 | - | - |
|
| International Equity Funds | 1,280,085 | 1,280,085 | - | - |
|
| Bond Funds | 202,184 | 202,184 | - | - |
| Total Investments in Securities: | 3,009,058 | 3,009,058 | - | - |
Fidelity® Sustainable Target Date 2065 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $2,538,627) | $ | 3,009,058 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $2,538,627) | | | $ | 3,009,058 |
| Receivable for investments sold | | | | 7,945 |
| Receivable for fund shares sold | | | | 3,245 |
Total assets | | | | 3,020,248 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 10,275 | | |
| Payable for fund shares redeemed | | 907 | | |
| Accrued management fee | | 1,095 | | |
| Distribution and service plan fees payable | | 186 | | |
| Total liabilities | | | | 12,463 |
| Net Assets | | | $ | 3,007,785 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 2,543,936 |
| Total accumulated earnings (loss) | | | | 463,849 |
| Net Assets | | | $ | 3,007,785 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($148,932 ÷ 11,649 shares)(a) | | | $ | 12.78 |
| Maximum offering price per share (100/94.25 of $12.78) | | | $ | 13.56 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($127,589 ÷ 10,000 shares)(a) | | | $ | 12.76 |
| Maximum offering price per share (100/96.50 of $12.76) | | | $ | 13.22 |
| Class C : | | | | |
Net Asset Value and offering price per share ($127,452 ÷ 10,029 shares)(a) | | | $ | 12.71 |
| Fidelity Sustainable Target Date 2065 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($1,797,429 ÷ 140,471 shares) | | | $ | 12.80 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($129,618 ÷ 10,111 shares) | | | $ | 12.82 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($410,504 ÷ 32,014 shares) | | | $ | 12.82 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($132,937 ÷ 10,377 shares) | | | $ | 12.81 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($133,324 ÷ 10,400 shares) | | | $ | 12.82 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
Six months ended September 30, 2024 (Unaudited) |
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 2,998 |
| Expenses | | | | |
| Management fee | $ | 5,663 | | |
| Distribution and service plan fees | | 1,058 | | |
| Independent trustees' fees and expenses | | 3 | | |
| Total expenses before reductions | | 6,724 | | |
| Expense reductions | | (4) | | |
| Total expenses after reductions | | | | 6,720 |
| Net Investment income (loss) | | | | (3,722) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (1,109) | | |
| Total net realized gain (loss) | | | | (1,109) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 222,172 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 222,172 |
| Net gain (loss) | | | | 221,063 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 217,341 |
| Statement of Changes in Net Assets |
| |
| | Six months ended September 30, 2024 (Unaudited) | | For the period May 11, 2023 (commencement of operations) through March 31, 2024 |
| Increase (Decrease) in Net Assets | | | | |
| Operations | | | | |
| Net investment income (loss) | $ | (3,722) | $ | 13,487 |
| Net realized gain (loss) | | (1,109) | | (427) |
| Change in net unrealized appreciation (depreciation) | | 222,172 | | 248,259 |
| Net increase (decrease) in net assets resulting from operations | | 217,341 | | 261,319 |
| Distributions to shareholders | | (603) | | (14,209) |
| | | | | |
| Share transactions - net increase (decrease) | | 683,193 | | 1,860,744 |
| Total increase (decrease) in net assets | | 899,931 | | 2,107,854 |
| | | | | |
| Net Assets | | | | |
| Beginning of period | | 2,107,854 | | - |
| End of period | $ | 3,007,785 | $ | 2,107,854 |
| | | | | |
| | | | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2065 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.83 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.03) | | .09 |
| Net realized and unrealized gain (loss) | | .98 | | 1.84 |
| Total from investment operations | | .95 | | 1.93 |
| Distributions from net investment income | | - | | (.09) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.10) E |
| Net asset value, end of period | $ | 12.78 | $ | 11.83 |
Total Return F,G,H | | | | 19.35% |
Ratios to Average Net Assets C,I,J | | | | |
| Expenses before reductions | | .74% K | | .74% K |
| Expenses net of fee waivers, if any | | | | .74% K |
| Expenses net of all reductions | | .74% K | | .74% K |
| Net investment income (loss) | | (.51)% K | | 1.00% K |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 149 | $ | 118 |
Portfolio turnover rate L | | | | 21% K |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HTotal returns do not include the effect of the sales charges.
IFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
JExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
KAnnualized.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2065 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.05) | | .07 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .94 | | 1.90 |
| Distributions from net investment income | | - | | (.08) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.08) |
| Net asset value, end of period | $ | 12.76 | $ | 11.82 |
Total Return E,F,G | | | | 19.07% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .99% J | | .99% J |
| Expenses net of fee waivers, if any | | | | .99% J |
| Expenses net of all reductions | | .99% J | | .99% J |
| Net investment income (loss) | | (.76)% J | | .75% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 128 | $ | 118 |
Portfolio turnover rate K | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the sales charges.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2065 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.80 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.08) | | .02 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .91 | | 1.85 |
| Distributions from net investment income | | - | | (.05) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.05) |
| Net asset value, end of period | $ | 12.71 | $ | 11.80 |
Total Return E,F,G | | | | 18.52% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | 1.49% J | | 1.50% J |
| Expenses net of fee waivers, if any | | | | 1.49% J |
| Expenses net of all reductions | | 1.49% J | | 1.49% J |
| Net investment income (loss) | | (1.26)% J | | .25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 127 | $ | 118 |
Portfolio turnover rate K | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GTotal returns do not include the effect of the contingent deferred sales charge.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2065 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.82 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | 1.00 | | 1.83 |
| Total from investment operations | | .98 | | 1.95 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.13) E |
| Net asset value, end of period | $ | 12.80 | $ | 11.82 |
Total Return F,G | | | | 19.53% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .49% J | | .50% J,K |
| Expenses net of fee waivers, if any | | | | .50% J,K |
| Expenses net of all reductions | | .49% J | | .50% J,K |
| Net investment income (loss) | | (.25)% J | | 1.24% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 1,797 | $ | 1,031 |
Portfolio turnover rate L | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
LAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2065 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.69% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.16)% I | | 1.35% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 130 | $ | 120 |
Portfolio turnover rate J | | | | 21% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2065 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | - D | | .14 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .99 | | 1.97 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | (.01) | | - D |
| Total distributions | | (.01) | | (.13) E |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return F,G | | | | 19.77% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .29% J | | .29% J |
| Expenses net of fee waivers, if any | | | | .29% J |
| Expenses net of all reductions | | .29% J | | .29% J |
| Net investment income (loss) | | (.05)% J | | 1.45% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 411 | $ | 244 |
Portfolio turnover rate K | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2065 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.02) | | .12 |
| Net realized and unrealized gain (loss) | | .99 | | 1.84 |
| Total from investment operations | | .97 | | 1.96 |
| Distributions from net investment income | | - | | (.11) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.12) E |
| Net asset value, end of period | $ | 12.81 | $ | 11.84 |
Total Return F,G | | | | 19.63% |
Ratios to Average Net Assets C,H,I | | | | |
| Expenses before reductions | | .49% J | | .49% J |
| Expenses net of fee waivers, if any | | | | .49% J |
| Expenses net of all reductions | | .49% J | | .49% J |
| Net investment income (loss) | | (.26)% J | | 1.25% J |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 133 | $ | 123 |
Portfolio turnover rate K | | | | 21% J |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal distributions per share do not sum due to rounding.
FTotal returns for periods of less than one year are not annualized.
GTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
HFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
IExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
JAnnualized.
KAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity Advisor® Sustainable Target Date 2065 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 | | Years ended March 31, 2024 A |
Selected Per-Share Data | | | | |
| Net asset value, beginning of period | $ | 11.84 | $ | 10.00 |
| Income from Investment Operations | | | | |
Net investment income (loss) B,C | | (.01) | | .13 |
| Net realized and unrealized gain (loss) | | .99 | | 1.83 |
| Total from investment operations | | .98 | | 1.96 |
| Distributions from net investment income | | - | | (.12) |
| Distributions from net realized gain | | - D | | - D |
| Total distributions | | - D | | (.12) |
| Net asset value, end of period | $ | 12.82 | $ | 11.84 |
Total Return E,F | | | | 19.69% |
Ratios to Average Net Assets C,G,H | | | | |
| Expenses before reductions | | .39% I | | .39% I |
| Expenses net of fee waivers, if any | | | | .39% I |
| Expenses net of all reductions | | .39% I | | .39% I |
| Net investment income (loss) | | (.16)% I | | 1.35% I |
| Supplemental Data | | | | |
| Net assets, end of period (000 omitted) | $ | 133 | $ | 118 |
Portfolio turnover rate J | | | | 21% I |
AFor the period May 11, 2023 (commencement of operations) through March 31, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FTotal returns would have been lower if certain expenses had not been reduced during the applicable periods shown.
GFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
HExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
IAnnualized.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
Fidelity® Sustainable Target Date 2070 Fund
Schedule of Investments September 30, 2024 (Unaudited)
Showing Percentage of Net Assets
| Domestic Equity Funds - 50.8% |
| | | Shares | Value ($) |
Fidelity Series Sustainable U.S. Market Fund (a) (Cost $275,382) | | 20,719 | 290,268 |
| | | | |
| International Equity Funds - 42.5% |
| | | Shares | Value ($) |
| Fidelity Series Sustainable Emerging Markets Fund (a) | | 6,581 | 78,709 |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund (a) | | 13,508 | 164,657 |
| TOTAL INTERNATIONAL EQUITY FUNDS (Cost $227,969) | | | 243,366 |
| | | | |
| Bond Funds - 6.7% |
| | | Shares | Value ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (a) | | 876 | 6,985 |
| Fidelity Series Long-Term Treasury Bond Index Fund (a) | | 5,358 | 31,453 |
| TOTAL BOND FUNDS (Cost $36,141) | | | 38,438 |
| | | | |
| TOTAL INVESTMENT IN SECURITIES - 100.0% (Cost $539,492) | 572,072 |
NET OTHER ASSETS (LIABILITIES) - 0.0% | (284) |
| NET ASSETS - 100.0% | 571,788 |
| | |
Legend
Affiliated Central Funds
Fiscal year to date information regarding the Fund's investments in Fidelity Central Funds, including the ownership percentage, is presented below.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) | % ownership, end of period |
| Fidelity Cash Central Fund 4.89% | - | 500,000 | 500,000 | 221 | - | - | - | 0.0% |
| Total | - | 500,000 | 500,000 | 221 | - | - | - | |
| | | | | | | | | |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Affiliated Underlying Funds
Fiscal year to date information regarding the Fund's investments in affiliated Underlying Funds is presented below. Exchanges between classes of the same affiliated Underlying Funds may occur. If an Underlying Funds changes its name, the name presented below is the name in effect at period end.
| Affiliate | Value, beginning of period ($) | Purchases ($) | Sales Proceeds ($) | Dividend Income ($) | Realized Gain (loss) ($) | Change in Unrealized appreciation (depreciation) ($) | Value, end of period ($) |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | - | 6,993 | 290 | 64 | 1 | 281 | 6,985 |
| Fidelity Series Long-Term Treasury Bond Index Fund | - | 31,111 | 1,658 | 264 | (16) | 2,016 | 31,453 |
| Fidelity Series Sustainable Emerging Markets Fund | - | 75,153 | 1,438 | - | (4) | 4,998 | 78,709 |
| Fidelity Series Sustainable Investment Grade Bond Fund | - | 1,265 | 1,269 | 3 | 4 | - | - |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | - | 155,243 | 971 | - | (14) | 10,399 | 164,657 |
| Fidelity Series Sustainable U.S. Market Fund | - | 275,900 | 486 | - | (32) | 14,886 | 290,268 |
| | - | 545,665 | 6,112 | 331 | (61) | 32,580 | 572,072 |
Amounts in the dividend income column in the above table include any capital gain distributions from underlying funds, which are presented in the corresponding line item in the Statement of Operations, if applicable.
Amounts included in the purchases and sales proceeds columns may include in-kind transactions, if applicable.
Investment Valuation
The following is a summary of the inputs used, as of September 30, 2024, involving the Fund's assets and liabilities carried at fair value. The inputs or methodology used for valuing securities may not be an indication of the risk associated with investing in those securities. For more information on valuation inputs, and their aggregation into the levels used below, please refer to the Investment Valuation section in the accompanying Notes to Financial Statements.
| Valuation Inputs at Reporting Date: |
| Description | Total ($) | Level 1 ($) | Level 2 ($) | Level 3 ($) |
Investments in Securities: | | | | |
|
| Domestic Equity Funds | 290,268 | 290,268 | - | - |
|
| International Equity Funds | 243,366 | 243,366 | - | - |
|
| Bond Funds | 38,438 | 38,438 | - | - |
| Total Investments in Securities: | 572,072 | 572,072 | - | - |
Fidelity® Sustainable Target Date 2070 Fund
Financial Statements (Unaudited)
| Statement of Assets and Liabilities |
| As of September 30, 2024 (Unaudited) |
| Assets | | | | |
| Investment in securities, at value - See accompanying schedule: | | | | |
Affiliated issuers (cost $539,492) | $ | 572,072 | | |
| | | | | |
| | | | | |
| Total Investment in Securities (cost $539,492) | | | $ | 572,072 |
| Receivable for investments sold | | | | 1,499 |
| Receivable for fund shares sold | | | | 505 |
Total assets | | | | 574,076 |
| Liabilities | | | | |
| Payable for investments purchased | $ | 2,004 | | |
| Accrued management fee | | 209 | | |
| Distribution and service plan fees payable | | 75 | | |
| Total liabilities | | | | 2,288 |
| Net Assets | | | $ | 571,788 |
| Net Assets consist of: | | | | |
| Paid in capital | | | $ | 539,554 |
| Total accumulated earnings (loss) | | | | 32,234 |
| Net Assets | | | $ | 571,788 |
| | | | | |
| Net Asset Value and Maximum Offering Price | | | | |
| Class A : | | | | |
Net Asset Value and redemption price per share ($53,008 ÷ 5,000 shares)(a) | | | $ | 10.60 |
| Maximum offering price per share (100/94.25 of $10.60) | | | $ | 11.25 |
| Class M : | | | | |
Net Asset Value and redemption price per share ($52,974 ÷ 5,000 shares)(a) | | | $ | 10.59 |
| Maximum offering price per share (100/96.50 of $10.59) | | | $ | 10.97 |
| Class C : | | | | |
Net Asset Value and offering price per share ($52,907 ÷ 5,000 shares)(a) | | | $ | 10.58 |
| Fidelity Sustainable Target Date 2070 Fund : | | | | |
Net Asset Value, offering price and redemption price per share ($200,678 ÷ 18,917 shares) | | | $ | 10.61 |
| Class K : | | | | |
Net Asset Value, offering price and redemption price per share ($53,055 ÷ 5,000 shares) | | | $ | 10.61 |
| Class K6 : | | | | |
Net Asset Value, offering price and redemption price per share ($53,069 ÷ 5,000 shares) | | | $ | 10.61 |
| Class I : | | | | |
Net Asset Value, offering price and redemption price per share ($53,042 ÷ 5,000 shares) | | | $ | 10.61 |
| Class Z : | | | | |
Net Asset Value, offering price and redemption price per share ($53,055 ÷ 5,000 shares) | | | $ | 10.61 |
(a)Redemption price per share is equal to net asset value less any applicable contingent deferred sales charge. |
| Statement of Operations |
For the period June 28, 2024 (commencement of operations) through September 30, 2024 (Unaudited)
|
| Investment Income | | | | |
| Dividends: | | | | |
| Affiliated issuers | | | $ | 331 |
| Income from Fidelity Central Funds | | | | 221 |
| Total income | | | | 552 |
| Expenses | | | | |
| Management fee | $ | 612 | | |
| Distribution and service plan fees | | 225 | | |
| Total expenses | | | | 837 |
| Net Investment income (loss) | | | | (285) |
| Realized and Unrealized Gain (Loss) | | | | |
| Net realized gain (loss) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | (61) | | |
| Total net realized gain (loss) | | | | (61) |
| Change in net unrealized appreciation (depreciation) on: | | | | |
| Investment Securities: | | | | |
| Affiliated issuers | | 32,580 | | |
| Total change in net unrealized appreciation (depreciation) | | | | 32,580 |
| Net gain (loss) | | | | 32,519 |
| Net increase (decrease) in net assets resulting from operations | | | $ | 32,234 |
| Statement of Changes in Net Assets |
| |
| | For the period June 28, 2024 (commencement of operations) through September 30, 2024 (Unaudited) |
| Increase (Decrease) in Net Assets | | |
| Operations | | |
| Net investment income (loss) | $ | (285) |
| Net realized gain (loss) | | (61) |
| Change in net unrealized appreciation (depreciation) | | 32,580 |
| Net increase (decrease) in net assets resulting from operations | | 32,234 |
| | | |
| Share transactions - net increase (decrease) | | 539,554 |
| Total increase (decrease) in net assets | | 571,788 |
| | | |
| Net Assets | | |
| Beginning of period | | - |
| End of period | $ | 571,788 |
| | | |
| | | |
Financial Highlights
Fidelity Advisor® Sustainable Target Date 2070 Fund Class A |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | (.01) |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .60 |
| Net asset value, end of period | $ | 10.60 |
Total Return D,E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .74% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .74% H |
| Net investment income (loss) | | (.33)% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns do not include the effect of the sales charges.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Fidelity Advisor® Sustainable Target Date 2070 Fund Class M |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | (.01) |
| Net realized and unrealized gain (loss) | | .60 |
| Total from investment operations | | .59 |
| Net asset value, end of period | $ | 10.59 |
Total Return D,E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .99% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .99% H |
| Net investment income (loss) | | (.58)% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns do not include the effect of the sales charges.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Fidelity Advisor® Sustainable Target Date 2070 Fund Class C |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | (.03) |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .58 |
| Net asset value, end of period | $ | 10.58 |
Total Return D,E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | 1.48% H,I |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | 1.48% H,I |
| Net investment income (loss) | | (1.07)% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate J | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DTotal returns for periods of less than one year are not annualized.
ETotal returns do not include the effect of the contingent deferred sales charge.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IOn certain classes, the size and fluctuation of net assets and expense amounts may cause ratios to differ from contractual rates.
JAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
KAmount not annualized.
Fidelity® Sustainable Target Date 2070 Fund |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | - D |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .61 |
| Net asset value, end of period | $ | 10.61 |
Total Return E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .49% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .49% H |
| Net investment income (loss) | | (.08)% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 201 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Fidelity® Sustainable Target Date 2070 Fund Class K |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | - D |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .61 |
| Net asset value, end of period | $ | 10.61 |
Total Return E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .39% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .39% H |
| Net investment income (loss) | | .02% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Fidelity® Sustainable Target Date 2070 Fund Class K6 |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | - D |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .61 |
| Net asset value, end of period | $ | 10.61 |
Total Return E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .29% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .29% H |
| Net investment income (loss) | | .12% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Fidelity Advisor® Sustainable Target Date 2070 Fund Class I |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | - D |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .61 |
| Net asset value, end of period | $ | 10.61 |
Total Return E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .49% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .49% H |
| Net investment income (loss) | | (.08)% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Fidelity Advisor® Sustainable Target Date 2070 Fund Class Z |
| |
| | Six months ended (Unaudited) September 30, 2024 A |
Selected Per-Share Data | | |
| Net asset value, beginning of period | $ | 10.00 |
| Income from Investment Operations | | |
Net investment income (loss) B,C | | - D |
| Net realized and unrealized gain (loss) | | .61 |
| Total from investment operations | | .61 |
| Net asset value, end of period | $ | 10.61 |
Total Return E | | |
Ratios to Average Net Assets C,F,G | | |
| Expenses before reductions | | .39% H |
| Expenses net of fee waivers, if any | | |
| Expenses net of all reductions | | .39% H |
| Net investment income (loss) | | .02% H |
| Supplemental Data | | |
| Net assets, end of period (000 omitted) | $ | 53 |
Portfolio turnover rate I | | |
AFor the period June 28, 2024 (commencement of operations) through September 30, 2024.
BCalculated based on average shares outstanding during the period.
CNet investment income (loss) is affected by the timing of the declaration of dividends by any underlying mutual funds or exchange-traded funds (ETFs). Net investment income (loss) of any mutual funds or ETFs is not included in the Fund's net investment income (loss) ratio.
DAmount represents less than $.005 per share.
ETotal returns for periods of less than one year are not annualized.
FFees and expenses of any underlying mutual funds or exchange-traded funds (ETFs) are not included in the Fund's expense ratio. The Fund indirectly bears its proportionate share of these expenses.
GExpense ratios reflect operating expenses of the class. Expenses before reductions do not reflect amounts reimbursed, waived, or reduced through arrangements with the investment adviser, brokerage services, or other offset arrangements, if applicable, and do not represent the amount paid by the class during periods when reimbursements, waivers or reductions occur.
HAnnualized.
IAmount does not include the portfolio activity of any underlying mutual funds or exchange-traded funds (ETFs).
JAmount not annualized.
Notes to Financial Statements
(Unaudited)For the period ended September 30, 2024
1. Organization.
Fidelity Sustainable Target Date Income Fund, Fidelity Sustainable Target Date 2010 Fund, Fidelity Sustainable Target Date 2015 Fund, Fidelity Sustainable Target Date 2020 Fund, Fidelity Sustainable Target Date 2025 Fund, Fidelity Sustainable Target Date 2030 Fund, Fidelity Sustainable Target Date 2035 Fund, Fidelity Sustainable Target Date 2040 Fund, Fidelity Sustainable Target Date 2045 Fund, Fidelity Sustainable Target Date 2050 Fund, Fidelity Sustainable Target Date 2055 Fund, Fidelity Sustainable Target Date 2060 Fund, Fidelity Sustainable Target Date 2065 Fund and Fidelity Sustainable Target Date 2070 Fund (the Funds) are funds of Fidelity Aberdeen Street Trust (the Trust). The Trust is registered under the Investment Company Act of 1940, as amended (the 1940 Act), as an open-end management investment company organized as a Delaware statutory trust. Each Fund is authorized to issue an unlimited number of shares. Each Fund offers Class A, Class M, Class C, Fidelity Sustainable Target Date, Class K, Class K6, Class I and Class Z, each of which has equal rights as to assets and voting privileges. Class Z6 was consolidated into Class K6 on May 24, 2024. Class A, Class M, Class C, Class I and Class Z are Fidelity Advisor classes. Each class has exclusive voting rights with respect to matters that affect that class. Class C shares will automatically convert to Class A shares after a holding period of eight years from the initial date of purchase, with certain exceptions.
2. Investments in Fidelity Central Funds.
Funds may invest in Fidelity Central Funds, which are open-end investment companies generally available only to other investment companies and accounts managed by the investment adviser and its affiliates. The Schedule of Investments lists any Fidelity Central Funds held as an investment as of period end, but does not include the underlying holdings of each Fidelity Central Fund. An investing fund indirectly bears its proportionate share of the expenses of the underlying Fidelity Central Funds.
Based on its investment objective, each Fidelity Central Fund may invest or participate in various investment vehicles or strategies that are similar to those of the investing fund. These strategies are consistent with the investment objectives of the investing fund and may involve certain economic risks which may cause a decline in value of each of the Fidelity Central Funds and thus a decline in the value of the investing fund.
| Fidelity Central Fund | Investment Manager | Investment Objective | Investment Practices | Expense RatioA |
| Fidelity Money Market Central Funds | Fidelity Management & Research Company LLC (FMR) | Each fund seeks to obtain a high level of current income consistent with the preservation of capital and liquidity. | Short-term Investments | Less than .005% |
A Expenses expressed as a percentage of average net assets and are as of each underlying Central Fund's most recent annual or semi-annual shareholder report.
A complete unaudited list of holdings for each Fidelity Central Fund is available upon request or at the Securities and Exchange Commission website at www.sec.gov. In addition, the financial statements of the Fidelity Central Funds which contain the significant accounting policies (including investment valuation policies) of those funds, and are not covered by the Report of Independent Registered Public Accounting Firm, are available on the Securities and Exchange Commission website or upon request.
3. Significant Accounting Policies.
Each Fund is an investment company and applies the accounting and reporting guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 946 Financial Services - Investment Companies. The financial statements have been prepared in conformity with accounting principles generally accepted in the United States of America (GAAP), which require management to make certain estimates and assumptions at the date of the financial statements. Actual results could differ from those estimates. Subsequent events, if any, through the date that the financial statements were issued have been evaluated in the preparation of the financial statements. Each Fund's Schedule of Investments lists any underlying mutual funds or exchange-traded funds (ETFs) but does not include the underlying holdings of these funds. The following summarizes the significant accounting policies of each Fund:
Investment Valuation. Investments are valued as of 4:00 p.m. Eastern time on the last calendar day of the period. Each Fund categorizes the inputs to valuation techniques used to value its investments into a disclosure hierarchy consisting of three levels as shown below:
Level 1 - unadjusted quoted prices in active markets for identical investments
Level 2 - other significant observable inputs (including quoted prices for similar investments, interest rates, prepayment speeds, etc.)
Level 3 - unobservable inputs (including the Fund's own assumptions based on the best information available)
Valuation techniques used to value each Fund's investments by major category are as follows:
Investments in open-end mutual funds, including the Fidelity Central Funds, are valued at their closing net asset value (NAV) each business day and are categorized as Level 1 in the hierarchy.
Changes in valuation techniques may result in transfers in or out of an assigned level within the disclosure hierarchy. The aggregate value of investments by input level as of September 30, 2024 is included at the end of each Fund's Schedule of Investments.
Investment Transactions and Income. For financial reporting purposes, the Funds' investment holdings and NAV include trades executed through the end of the last business day of the period. The NAV per share for processing shareholder transactions is calculated as of the close of business of the New York Stock Exchange (NYSE), normally 4:00 p.m. Eastern time and includes trades executed through the end of the prior business day. Gains and losses on securities sold are determined on the basis of identified cost. Income and capital gain distributions from any underlying mutual funds or exchange-traded funds (ETFs) are recorded on the ex-dividend date.
Class Allocations and Expenses. Investment income, realized and unrealized capital gains and losses, common expenses of a fund, and certain fund-level expense reductions, if any, are allocated daily on a pro-rata basis to each class based on the relative net assets of each class to the total net assets of a fund. Each class differs with respect to transfer agent and distribution and service plan fees incurred, as applicable. Certain expense reductions may also differ by class, if applicable. For the reporting period, the allocated portion of income and expenses to each class as a percent of its average net assets may vary due to the timing of recording these transactions in relation to fluctuating net assets of the classes. Expenses directly attributable to a fund are charged to that fund. Expenses attributable to more than one fund are allocated among the respective funds on the basis of relative net assets or other appropriate methods. Expenses included in the accompanying financial statements reflect the expenses of that fund and do not include any expenses associated with any underlying mutual funds or exchange-traded funds (ETFs). Although not included in a fund's expenses, a fund indirectly bears its proportionate share of these expenses through the net asset value of each underlying mutual fund or exchange-traded fund (ETF). Expense estimates are accrued in the period to which they relate and adjustments are made when actual amounts are known.
Income Tax Information and Distributions to Shareholders. Each year, each Fund intends to qualify as a regulated investment company under Subchapter M of the Internal Revenue Code, including distributing substantially all of its taxable income and realized gains. As a result, no provision for U.S. Federal income taxes is required. Each Fund files a U.S. federal tax return, in addition to state and local tax returns as required. Each Fund's federal income tax returns are subject to examination by the Internal Revenue Service (IRS) for a period of three fiscal years after they are filed. State and local tax returns may be subject to examination for an additional fiscal year depending on the jurisdiction.
Distributions are declared and recorded on the ex-dividend date. Income and capital gain distributions are declared separately for each class. Income and capital gain distributions are determined in accordance with income tax regulations, which may differ from GAAP.
Capital accounts within the financial statements are adjusted for permanent book-tax differences. These adjustments have no impact on net assets or the results of operations. Capital accounts are not adjusted for temporary book-tax differences which will reverse in a subsequent period.
Book-tax differences are primarily due to the short-term gain distributions from the underlying mutual funds or exchange-traded funds (ETFs), capital loss carryforwards and losses deferred due to wash sales.
As of period end, the cost and unrealized appreciation (depreciation) in securities, and derivatives if applicable, for federal income tax purposes were as follows for each Fund:
| | Tax cost ($) | Gross unrealized appreciation ($) | Gross unrealized depreciation ($) | Net unrealized appreciation (depreciation)($) |
Fidelity Sustainable Target Date Income Fund | 1,104,154 | 63,941 | (1,814) | 62,127 |
Fidelity Sustainable Target Date 2010 Fund | 1,057,311 | 83,068 | (2,107) | 80,961 |
Fidelity Sustainable Target Date 2015 Fund | 1,036,080 | 108,465 | (2,355) | 106,110 |
Fidelity Sustainable Target Date 2020 Fund | 1,712,495 | 206,257 | (3,461) | 202,796 |
Fidelity Sustainable Target Date 2025 Fund | 1,985,732 | 230,321 | (3,816) | 226,505 |
Fidelity Sustainable Target Date 2030 Fund | 4,307,545 | 523,049 | (8,447) | 514,602 |
Fidelity Sustainable Target Date 2035 Fund | 3,981,632 | 506,047 | (4,152) | 501,895 |
Fidelity Sustainable Target Date 2040 Fund | 5,171,296 | 742,236 | (3,215) | 739,021 |
Fidelity Sustainable Target Date 2045 Fund | 5,270,785 | 656,999 | (7,521) | 649,478 |
Fidelity Sustainable Target Date 2050 Fund | 4,869,264 | 796,353 | (3,289) | 793,064 |
Fidelity Sustainable Target Date 2055 Fund | 4,579,418 | 686,695 | (2,810) | 683,885 |
Fidelity Sustainable Target Date 2060 Fund | 3,993,648 | 591,794 | (2,310) | 589,484 |
Fidelity Sustainable Target Date 2065 Fund | 2,540,984 | 470,564 | (2,490) | 468,074 |
Fidelity Sustainable Target Date 2070 Fund | 539,565 | 32,527 | (20) | 32,507 |
Capital loss carryforwards are only available to offset future capital gains of the Funds to the extent provided by regulations and may be limited. The capital loss carryforward information presented below, including any applicable limitation, is estimated as of prior fiscal period end and is subject to adjustment.
| | Short-term ($) | Long-term ($) | Total capital loss carryforward ($) |
| | | | |
Fidelity Sustainable Target Date 2025 Fund | (17,987) | - | (17,987) |
Fidelity Sustainable Target Date 2045 Fund | (770) | - | (770) |
Fidelity Sustainable Target Date 2050 Fund | (636) | - | (636) |
| | | | |
4. Purchases and Sales of Investments.
Purchases and sales of securities, other than short-term securities and in-kind transactions, as applicable, are noted in the table below.
| | Purchases ($) | Sales ($) |
| Fidelity Sustainable Target Date Income Fund | 93,788 | 59,981 |
| Fidelity Sustainable Target Date 2010 Fund | 93,487 | 58,705 |
| Fidelity Sustainable Target Date 2015 Fund | 75,258 | 104,921 |
| Fidelity Sustainable Target Date 2020 Fund | 136,686 | 120,287 |
| Fidelity Sustainable Target Date 2025 Fund | 459,846 | 122,875 |
| Fidelity Sustainable Target Date 2030 Fund | 1,255,098 | 166,280 |
| Fidelity Sustainable Target Date 2035 Fund | 1,148,686 | 420,264 |
| Fidelity Sustainable Target Date 2040 Fund | 2,377,111 | 391,352 |
| Fidelity Sustainable Target Date 2045 Fund | 2,870,060 | 296,819 |
| Fidelity Sustainable Target Date 2050 Fund | 1,839,841 | 303,545 |
| Fidelity Sustainable Target Date 2055 Fund | 2,079,955 | 174,059 |
| Fidelity Sustainable Target Date 2060 Fund | 2,047,594 | 226,288 |
| Fidelity Sustainable Target Date 2065 Fund | 792,300 | 112,944 |
| Fidelity Sustainable Target Date 2070 Fund | 545,665 | 6,112 |
5. Fees and Other Transactions with Affiliates.
Management Fee and Expense Contract. Fidelity Management & Research Company LLC (the investment adviser) and its affiliates provide the Funds with investment management related services. Under the management contract, each Class of each Fund pays a monthly management fee that is set at an annual rate by referring to each Fund's target date, indicated by its name, such that the management fee rate applicable to each Class of each Fund is reduced as the fund approaches, and then passes, its target date. In addition, under the management contract, the investment adviser pays all ordinary operating expenses of each Fund, except distribution and service plan fees, fees and expenses of the independent Trustees, and certain miscellaneous expenses such as proxy and shareholder meeting expenses. For the reporting period, the total annual management fee rate for each Class of each Fund was as follows:
| | Annual % of Class-Level Average Net Assets (Classes A, M, C, I, Fidelity Sustainable Target Date Class) | Annual % of Class-Level Average Net Assets (Classes K, K6, Z, Z6) |
| Fidelity Sustainable Target Date Income Fund | .41% | .31% |
| Fidelity Sustainable Target Date 2010 Fund | .41% | .31% |
| Fidelity Sustainable Target Date 2015 Fund | .42% | .32% |
| Fidelity Sustainable Target Date 2020 Fund | .43% | .33% |
| Fidelity Sustainable Target Date 2025 Fund | .45% | .35% |
| Fidelity Sustainable Target Date 2030 Fund | .46% | .36% |
| Fidelity Sustainable Target Date 2035 Fund | .47% | .37% |
| Fidelity Sustainable Target Date 2040 Fund | .48% | .38% |
| Fidelity Sustainable Target Date 2045 Fund | .49% | .39% |
| Fidelity Sustainable Target Date 2050 Fund | .49% | .39% |
| Fidelity Sustainable Target Date 2055 Fund | .49% | .39% |
| Fidelity Sustainable Target Date 2060 Fund | .49% | .39% |
| Fidelity Sustainable Target Date 2065 Fund | .49% | .39% |
| Fidelity Sustainable Target Date 2070 Fund | .49% | .39% |
Under the expense contract, the investment adviser pays class-level expenses for Class K6 and Class Z6 of each Fund as necessary so that Class K6 and Class Z6 total expenses do not exceed certain amounts of Class K6 and Class Z6 average net assets, respectively, on an annual basis with certain exceptions, as noted in the following table:
| | Annual % of Class-Level Average Net Assets (Classes K6, Z6) |
| Fidelity Sustainable Target Date Income Fund | .21% |
| Fidelity Sustainable Target Date 2010 Fund | .21% |
| Fidelity Sustainable Target Date 2015 Fund | .22% |
| Fidelity Sustainable Target Date 2020 Fund | .23% |
| Fidelity Sustainable Target Date 2025 Fund | .25% |
| Fidelity Sustainable Target Date 2030 Fund | .26% |
| Fidelity Sustainable Target Date 2035 Fund | .27% |
| Fidelity Sustainable Target Date 2040 Fund | .28% |
| Fidelity Sustainable Target Date 2045 Fund | .29% |
| Fidelity Sustainable Target Date 2050 Fund | .29% |
| Fidelity Sustainable Target Date 2055 Fund | .29% |
| Fidelity Sustainable Target Date 2060 Fund | .29% |
| Fidelity Sustainable Target Date 2065 Fund | .29% |
| Fidelity Sustainable Target Date 2070 Fund | .29% |
Distribution and Service Plan Fees. In accordance with Rule 12b-1 of the 1940 Act, each Fund has adopted separate Distribution and Service Plans for each class of shares. Certain classes pay Fidelity Distributors Company LLC (FDC), an affiliate of the investment adviser, separate Distribution and Service Fees, each of which is based on an annual percentage of each class' average net assets. In addition, FDC may pay financial intermediaries for selling shares of each Fund and providing shareholder support services. For the period, the Distribution and Service Fee rates, total fees and amounts retained by FDC were as follows:
| | Distribution Fee | Service Fee | Total Fees ($) | Retained by FDC ($) |
| Fidelity Sustainable Target Date Income Fund | | | | |
| Class A | - % | .25% | 129 | 129 |
| Class M | .25% | .25% | 256 | 256 |
| Class C | .75% | .25% | 513 | 513 |
| | | | 898 | 898 |
| Fidelity Sustainable Target Date 2010 Fund | | | | |
| Class A | - % | .25% | 131 | 131 |
| Class M | .25% | .25% | 262 | 262 |
| Class C | .75% | .25% | 523 | 523 |
| | | | 916 | 916 |
| Fidelity Sustainable Target Date 2015 Fund | | | | |
| Class A | - % | .25% | 133 | 133 |
| Class M | .25% | .25% | 266 | 266 |
| Class C | .75% | .25% | 532 | 532 |
| | | | 931 | 931 |
| Fidelity Sustainable Target Date 2020 Fund | | | | |
| Class A | - % | .25% | 193 | 136 |
| Class M | .25% | .25% | 272 | 272 |
| Class C | .75% | .25% | 544 | 544 |
| | | | 1,009 | 952 |
| Fidelity Sustainable Target Date 2025 Fund | | | | |
| Class A | - % | .25% | 162 | 162 |
| Class M | .25% | .25% | 276 | 276 |
| Class C | .75% | .25% | 552 | 552 |
| | | | 990 | 990 |
| Fidelity Sustainable Target Date 2030 Fund | | | | |
| Class A | - % | .25% | 805 | 144 |
| Class M | .25% | .25% | 306 | 281 |
| Class C | .75% | .25% | 584 | 584 |
| | | | 1,695 | 1,009 |
| Fidelity Sustainable Target Date 2035 Fund | | | | |
| Class A | - % | .25% | 261 | 144 |
| Class M | .25% | .25% | 290 | 290 |
| Class C | .75% | .25% | 577 | 577 |
| | | | 1,128 | 1,011 |
| Fidelity Sustainable Target Date 2040 Fund | | | | |
| Class A | - % | .25% | 368 | 150 |
| Class M | .25% | .25% | 340 | 299 |
| Class C | .75% | .25% | 596 | 596 |
| | | | 1,304 | 1,045 |
| Fidelity Sustainable Target Date 2045 Fund | | | | |
| Class A | - % | .25% | 215 | 149 |
| Class M | .25% | .25% | 312 | 300 |
| Class C | .75% | .25% | 604 | 604 |
| | | | 1,131 | 1,053 |
| Fidelity Sustainable Target Date 2050 Fund | | | | |
| Class A | - % | .25% | 188 | 150 |
| Class M | .25% | .25% | 374 | 301 |
| Class C | .75% | .25% | 601 | 601 |
| | | | 1,163 | 1,052 |
| Fidelity Sustainable Target Date 2055 Fund | | | | |
| Class A | - % | .25% | 158 | 151 |
| Class M | .25% | .25% | 462 | 300 |
| Class C | .75% | .25% | 600 | 600 |
| | | | 1,220 | 1,051 |
| Fidelity Sustainable Target Date 2060 Fund | | | | |
| Class A | - % | .25% | 299 | 150 |
| Class M | .25% | .25% | 362 | 300 |
| Class C | .75% | .25% | 600 | 600 |
| | | | 1,261 | 1,050 |
| Fidelity Sustainable Target Date 2065 Fund | | | | |
| Class A | - % | .25% | 157 | 151 |
| Class M | .25% | .25% | 301 | 302 |
| Class C | .75% | .25% | 600 | - |
| | | | 1,058 | 453 |
| Fidelity Sustainable Target Date 2070 Fund | | | | |
| Class A | - % | .25% | 32 | - |
| Class M | .25% | .25% | 64 | |
| Class C | .75% | .25% | 129 | - |
| | | | 225 | - |
Sales Load. FDC may receive a front-end sales charge of up to 5.75% for selling Class A shares and 3.50% for selling Class M shares, some of which is paid to financial intermediaries for selling shares of each Fund. Depending on the holding period, FDC may receive contingent deferred sales charges levied on Class A, Class M and Class C redemptions. The deferred sales charges are 1.00% for Class C shares, 1.00% for certain purchases of Class A shares and .25% for certain purchases of Class M shares.
For the period, sales charge amounts retained by FDC were as follows:
| | Retained by FDC ($) |
| Fidelity Sustainable Target Date 2035 Fund | |
| Class A | 119 |
| | 119 |
| Fidelity Sustainable Target Date 2040 Fund | |
| Class A | 78 |
| Class M | 22 |
| | 100 |
| Fidelity Sustainable Target Date 2045 Fund | |
| Class M | 19 |
| | 19 |
| Fidelity Sustainable Target Date 2050 Fund | |
| Class A | 88 |
| | 88 |
| Fidelity Sustainable Target Date 2055 Fund | |
| Class M | 2 |
| | 2 |
| Fidelity Sustainable Target Date 2060 Fund | |
| Class A | 19 |
| | 19 |
| Fidelity Sustainable Target Date 2065 Fund | |
| Class A | 113 |
| | 113 |
Interfund Trades. Funds may purchase from or sell securities to other Fidelity Funds under procedures adopted by the Board. The procedures have been designed to ensure these interfund trades are executed in accordance with Rule 17a-7 of the 1940 Act. Any interfund trades are included within the respective purchases and sales amounts shown in the Purchases and Sales of Investments note. During the period, there were no interfund trades.
6. Expense Reductions.
Through arrangements with each applicable Fund's custodian, credits realized as a result of certain uninvested cash balances were used to reduce each applicable Fund's or class' expenses. All of the applicable expense reductions are noted in the table below.
| | Custodian credits ($) |
Fidelity Sustainable Target Date Income Fund | 4 |
| Fidelity Sustainable Target Date 2010 Fund | 4 |
| Fidelity Sustainable Target Date 2015 Fund | 4 |
| Fidelity Sustainable Target Date 2020 Fund | 4 |
| Fidelity Sustainable Target Date 2025 Fund | 4 |
| Fidelity Sustainable Target Date 2030 Fund | 4 |
| Fidelity Sustainable Target Date 2035 Fund | 4 |
| Fidelity Sustainable Target Date 2040 Fund | 4 |
| Fidelity Sustainable Target Date 2045 Fund | 4 |
| Fidelity Sustainable Target Date 2050 Fund | 4 |
Fidelity Sustainable Target Date 2055 Fund | 4 |
Fidelity Sustainable Target Date 2060 Fund | 4 |
Fidelity Sustainable Target Date 2065 Fund | 4 |
7. Distributions to Shareholders.
Distributions to shareholders of each class were as follows:
| | Six months ended September 30, 2024 | Year ended March 31, 2024 A |
| Fidelity Sustainable Target Date Income Fund | | |
| Distributions to shareholders | | |
| Class A | $1,460 | $2,490 |
| Class M | 1,340 | 2,290 |
| Class C | 1,060 | 1,920 |
| Fidelity Sustainable Target Date Income Fund | 3,787 | 5,877 |
| Class K | 1,696 | 2,787 |
| Class K6 | 3,368 | 2,878 |
| Class I | 1,590 | 2,690 |
| Class Z | 1,640 | 2,770 |
| Class Z6 | 710 | 2,840 |
Total | $16,651 | $26,542 |
| Fidelity Sustainable Target Date 2010 Fund | | |
| Distributions to shareholders | | |
| Class A | $820 | $2,190 |
| Class M | 760 | 2,030 |
| Class C | 630 | 1,710 |
| Fidelity Sustainable Target Date 2010 Fund | 1,837 | 4,704 |
| Class K | 931 | 2,410 |
| Class K6 | 962 | 2,470 |
| Class I | 917 | 2,420 |
| Class Z | 910 | 2,410 |
| Class Z6 | 940 | 2,470 |
Total | $8,707 | $22,814 |
| Fidelity Sustainable Target Date 2015 Fund | | |
| Distributions to shareholders | | |
| Class A | $810 | $ 2,020 |
| Class M | 750 | 1,860 |
| Class C | 620 | 1,550 |
| Fidelity Sustainable Target Date 2015 Fund | 2,190 | 5,280 |
| Class K | 920 | 2,240 |
| Class K6 | 951 | 2,310 |
| Class I | 880 | 2,180 |
| Class Z | 900 | 2,240 |
| Class Z6 | 930 | 2,310 |
Total | $8,951 | $21,990 |
| Fidelity Sustainable Target Date 2020 Fund | | |
| Distributions to shareholders | | |
| Class A | $666 | $2,451 |
| Class M | 410 | 1,510 |
| Class C | 270 | 1,190 |
| Fidelity Sustainable Target Date 2020 Fund | 3,035 | 10,528 |
| Class K | 570 | 1,890 |
| Class K6 | 2,106 | 1,960 |
| Class I | 650 | 2,219 |
| Class Z | 560 | 1,890 |
| Class Z6 | 590 | 1,960 |
Total | $8,857 | $25,598 |
| Fidelity Sustainable Target Date 2025 Fund | | |
| Distributions to shareholders | | |
| Class A | $222 | $2,030 |
| Class M | 130 | 1,550 |
| Class C | - | 1,230 |
| Fidelity Sustainable Target Date 2025 Fund | 1,687 | 7,788 |
| Class K | 296 | 1,930 |
| Class K6 | 1,012 | 2,000 |
| Class I | 260 | 1,870 |
| Class Z | 290 | 1,930 |
| Class Z6 | 310 | 2,000 |
Total | $4,207 | $22,328 |
| Fidelity Sustainable Target Date 2030 Fund | | |
| Distributions to shareholders | | |
| Class A | $1,202 | $2,485 |
| Class M | 142 | 1,262 |
| Class C | 31 | 866 |
| Fidelity Sustainable Target Date 2030 Fund | 4,820 | 18,978 |
| Class K | 294 | 1,540 |
| Class K6 | 1,475 | 1,610 |
| Class I | 318 | 1,796 |
| Class Z | 290 | 1,540 |
| Class Z6 | 320 | 1,610 |
Total | $8,892 | $31,687 |
| Fidelity Sustainable Target Date 2035 Fund | | |
| Distributions to shareholders | | |
| Class A | $199 | $1,636 |
| Class M | 50 | 1,090 |
| Class C | 40 | 770 |
| Fidelity Sustainable Target Date 2035 Fund | 2,698 | 9,553 |
| Class K | 223 | 1,480 |
| Class K6 | 3,455 | 1,550 |
| Class I | 131 | 1,420 |
| Class Z | 220 | 1,480 |
| Class Z6 | 250 | 1,550 |
Total | $7,266 | $20,529 |
| Fidelity Sustainable Target Date 2040 Fund | | |
| Distributions to shareholders | | |
| Class A | $131 | $2,576 |
| Class M | 56 | 730 |
| Class C | 50 | 400 |
| Fidelity Sustainable Target Date 2040 Fund | 2,251 | 10,990 |
| Class K | 101 | 1,120 |
| Class K6 | 912 | 1,190 |
| Class I | 80 | 1,050 |
| Class Z | 100 | 1,120 |
| Class Z6 | 120 | 1,190 |
Total | $3,801 | $20,366 |
| Fidelity Sustainable Target Date 2045 Fund | | |
| Distributions to shareholders | | |
| Class A | $ - | $1,000 |
| Class M | - | 820 |
| Class C | - | 500 |
| Fidelity Sustainable Target Date 2045 Fund | 556 | 10,967 |
| Class K | 30 | 1,220 |
| Class K6 | 680 | 1,280 |
| Class I | 38 | 1,150 |
| Class Z | 30 | 1,220 |
| Class Z6 | 60 | 1,280 |
Total | $1,394 | $19,437 |
| Fidelity Sustainable Target Date 2050 Fund | | |
| Distributions to shareholders | | |
| Class A | $ - | $1,127 |
| Class M | - | 810 |
| Class C | - | 490 |
| Fidelity Sustainable Target Date 2050 Fund | 593 | 16,376 |
| Class K | 30 | 1,210 |
| Class K6 | 656 | 1,270 |
| Class I | - | 1,196 |
| Class Z | 30 | 1,210 |
| Class Z6 | 60 | 1,270 |
Total | $1,369 | $24,959 |
| Fidelity Sustainable Target Date 2055 Fund | | |
| Distributions to shareholders | | |
| Class A | $42 | $1,018 |
| Class M | 61 | 852 |
| Class C | 40 | 460 |
| Fidelity Sustainable Target Date 2055 Fund | 1,094 | 9,591 |
| Class K | 40 | 1,180 |
| Class K6 | 519 | 1,240 |
| Class I | 45 | 1,110 |
| Class Z | 40 | 1,180 |
| Class Z6 | 60 | 1,240 |
Total | $1,941 | $17,871 |
| Fidelity Sustainable Target Date 2060 Fund | | |
| Distributions to shareholders | | |
| Class A | $99 | $990 |
| Class M | 60 | 942 |
| Class C | 50 | 500 |
| Fidelity Sustainable Target Date 2060 Fund | 968 | 6,641 |
| Class K | 51 | 1,230 |
| Class K6 | 379 | 1,290 |
| Class I | 50 | 1,160 |
| Class Z | 50 | 1,230 |
| Class Z6 | 70 | 1,290 |
Total | $1,777 | $15,273 |
| Fidelity Sustainable Target Date 2065 Fund | | |
| Distributions to shareholders | | |
| Class A | $10 | $980 |
| Class M | 10 | 820 |
| Class C | 10 | 490 |
| Fidelity Sustainable Target Date 2065 Fund | 304 | 5,756 |
| Class K | 20 | 1,210 |
| Class K6 | 169 | 1,280 |
| Class I | 10 | 1,183 |
| Class Z | 20 | 1,210 |
| Class Z6 | 50 | 1,280 |
Total | $603 | $14,209 |
A For the period May 11, 2023 (commencement of operations) through March 31, 2024.
8. Share Transactions.
Share transactions for each class were as follows and may contain in-kind transactions, automatic conversions between classes or exchanges between affiliated funds:
| | Shares | Shares | Dollars | Dollars |
| | Six months ended September 30, 2024 | Year ended March 31, 2024 A | Six months ended September 30, 2024 | Year ended March 31, 2024 A |
| Fidelity Sustainable Target Date Income Fund | | | | |
| Class A | | | | |
| Shares sold | 176 | 10,000 | $1,848 | $100,000 |
| Net increase (decrease) | 176 | 10,000 | $1,848 | $100,000 |
| Class M | | | | |
| Shares sold | 5 | 10,000 | $48 | $100,000 |
| Net increase (decrease) | 5 | 10,000 | $48 | $100,000 |
| Class C | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Fidelity Sustainable Target Date Income Fund | | | | |
| Shares sold | 3,109 | 22,487 | $31,993 | $224,808 |
| Reinvestment of distributions | 367 | 586 | 3,748 | 5,867 |
| Shares redeemed | (981) | (363) | (10,079) | (3,644) |
| Net increase (decrease) | 2,495 | 22,710 | $25,662 | $227,031 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 166 | 278 | 1,696 | 2,787 |
| Net increase (decrease) | 166 | 10,278 | $1,696 | $102,787 |
| Class K6 | | | | |
| Shares sold | 10,483 | 13,182 | $106,455 | $132,359 |
| Reinvestment of distributions | 232 | 287 | 2,368 | 2,878 |
| Net increase (decrease) | 10,715 | 13,469 | $108,823 | $135,237 |
| Class I | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $ - | $100,000 |
| Shares redeemed | (10,000) | - | (101,540) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(101,540) | $100,000 |
| Fidelity Sustainable Target Date 2010 Fund | | | | |
| Class A | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class M | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class C | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Fidelity Sustainable Target Date 2010 Fund | | | | |
| Shares sold | 2,716 | 21,197 | $28,236 | $212,141 |
| Reinvestment of distributions | 179 | 459 | 1,837 | 4,701 |
| Shares redeemed | (48) | (1,125) | (509) | (11,426) |
| Net increase (decrease) | 2,847 | 20,531 | $29,564 | $205,416 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 91 | 235 | 931 | 2,410 |
| Net increase (decrease) | 91 | 10,235 | $931 | $102,410 |
| Class K6 | | | | |
| Shares sold | 10,003 | 10,000 | $103,332 | $100,000 |
| Reinvestment of distributions | 94 | 241 | 962 | 2,470 |
| Net increase (decrease) | 10,097 | 10,241 | $104,294 | $102,470 |
| Class I | | | | |
| Shares sold | - | 10,300 | $- | $102,994 |
| Reinvestment of distributions | 3 | 7 | 27 | 70 |
| Net increase (decrease) | 3 | 10,307 | $27 | $103,064 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (103,331) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(103,331) | $100,000 |
| Fidelity Sustainable Target Date 2015 Fund | | | | |
| Class A | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class M | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class C | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Fidelity Sustainable Target Date 2015 Fund | | | | |
| Shares sold | 737 | 24,411 | $7,785 | $244,494 |
| Reinvestment of distributions | 210 | 510 | 2,190 | 5,277 |
| Shares redeemed | (3,932) | (76) | (42,971) | (769) |
| Net increase (decrease) | (2,985) | 24,845 | $(32,996) | $249,002 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 88 | 216 | 920 | 2,240 |
| Net increase (decrease) | 88 | 10,216 | $920 | $102,240 |
| Class K6 | | | | |
| Shares sold | 10,001 | 10,000 | $105,211 | $100,000 |
| Reinvestment of distributions | 91 | 223 | 951 | 2,310 |
| Net increase (decrease) | 10,092 | 10,223 | $106,162 | $102,310 |
| Class I | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (105,211) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(105,211) | $100,000 |
| Fidelity Sustainable Target Date 2020 Fund | | | | |
| Class A | | | | |
| Shares sold | - | 14,084 | $- | $140,980 |
| Reinvestment of distributions | 18 | 68 | 195 | 711 |
| Net increase (decrease) | 18 | 14,152 | $195 | $141,691 |
| Class M | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class C | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Fidelity Sustainable Target Date 2020 Fund | | | | |
| Shares sold | 1,348 | 56,178 | $14,346 | $565,944 |
| Reinvestment of distributions | 285 | 1,005 | 3,035 | 10,526 |
| Shares redeemed | (15) | (1,962) | (165) | (19,944) |
| Net increase (decrease) | 1,618 | 55,221 | $17,216 | $556,526 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 53 | 180 | 570 | 1,890 |
| Net increase (decrease) | 53 | 10,180 | $570 | $101,890 |
| Class K6 | | | | |
| Shares sold | 10,836 | 34,814 | $116,708 | $365,010 |
| Reinvestment of distributions | 197 | 187 | 2,106 | 1,960 |
| Shares redeemed | (1,727) | (90) | (18,303) | (960) |
| Net increase (decrease) | 9,306 | 34,911 | $100,511 | $366,010 |
| Class I | | | | |
| Shares sold | - | 11,994 | $- | $120,000 |
| Reinvestment of distributions | 10 | 35 | 110 | 369 |
| Net increase (decrease) | 10 | 12,029 | $110 | $120,369 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (107,624) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(107,624) | $100,000 |
| Fidelity Sustainable Target Date 2025 Fund | | | | |
| Class A | | | | |
| Shares sold | - | 11,664 | $- | $116,499 |
| Reinvestment of distributions | 3 | 27 | 32 | 290 |
| Net increase (decrease) | 3 | 11,691 | $32 | $116,789 |
| Class M | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class C | | | | |
| Shares sold | 6 | 10,000 | $65 | $100,000 |
| Net increase (decrease) | 6 | 10,000 | $65 | $100,000 |
| Fidelity Sustainable Target Date 2025 Fund | | | | |
| Shares sold | 22,623 | 101,091 | $256,404 | $1,044,775 |
| Reinvestment of distributions | 106 | 487 | 1,151 | 5,145 |
| Shares redeemed | (4,644) | (41,760) | (52,674) | (411,639) |
| Net increase (decrease) | 18,085 | 59,818 | $204,881 | $638,281 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 27 | 183 | 296 | 1,930 |
| Net increase (decrease) | 27 | 10,183 | $296 | $101,930 |
| Class K6 | | | | |
| Shares sold | 13,614 | 33,955 | $149,431 | $358,707 |
| Reinvestment of distributions | 93 | 189 | 1,012 | 2,000 |
| Shares redeemed | (11) | (5,132) | (123) | (55,737) |
| Net increase (decrease) | 13,696 | 29,012 | $150,320 | $304,970 |
| Class I | | | | |
| Shares sold | 7,274 | 10,000 | $83,503 | $100,000 |
| Net increase (decrease) | 7,274 | 10,000 | $83,503 | $100,000 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (109,429) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(109,429) | $100,000 |
| Fidelity Sustainable Target Date 2030 Fund | | | | |
| Class A | | | | |
| Shares sold | 20,394 | 50,338 | $230,529 | $525,251 |
| Reinvestment of distributions | 86 | 98 | 951 | 1,045 |
| Shares redeemed | (595) | (2,383) | (6,773) | (26,025) |
| Net increase (decrease) | 19,885 | 48,053 | $224,707 | $500,271 |
| Class M | | | | |
| Shares sold | - | 10,876 | $- | $108,876 |
| Reinvestment of distributions | 1 | 10 | 12 | 102 |
| Net increase (decrease) | 1 | 10,886 | $12 | $108,978 |
| Class C | | | | |
| Shares sold | 10 | 10,381 | $115 | $103,980 |
| Reinvestment of distributions | - | 2 | - | 16 |
| Shares redeemed | - | - | - | - |
| Net increase (decrease) | 10 | 10,383 | $115 | $103,996 |
| Fidelity Sustainable Target Date 2030 Fund | | | | |
| Shares sold | 75,434 | 216,706 | $855,085 | $2,221,623 |
| Reinvestment of distributions | 397 | 1,561 | 4,386 | 16,675 |
| Shares redeemed | (5,943) | (58,972) | (66,775) | (595,524) |
| Net increase (decrease) | 69,888 | 159,295 | $792,696 | $1,642,774 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 27 | 144 | 294 | 1,540 |
| Net increase (decrease) | 27 | 10,144 | $294 | $101,540 |
| Class K6 | | | | |
| Shares sold | 15,293 | 39,709 | $171,277 | $426,877 |
| Reinvestment of distributions | 133 | 151 | 1,475 | 1,610 |
| Shares redeemed | (184) | - | (2,141) | - |
| Net increase (decrease) | 15,242 | 39,860 | $170,611 | $428,487 |
| Class I | | | | |
| Shares sold | 79 | 12,206 | $900 | $122,450 |
| Reinvestment of distributions | 5 | 28 | 58 | 296 |
| Net increase (decrease) | 84 | 12,234 | $958 | $122,746 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (111,596) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(111,596) | $100,000 |
| Fidelity Sustainable Target Date 2035 Fund | | | | |
| Class A | | | | |
| Shares sold | 7,145 | 15,336 | $83,804 | $156,274 |
| Reinvestment of distributions | 6 | 34 | 70 | 367 |
| Shares redeemed | (4) | - | (45) | - |
| Net increase (decrease) | 7,147 | 15,370 | $83,829 | $156,641 |
| Class M | | | | |
| Shares sold | - | 10,004 | $- | $100,048 |
| Net increase (decrease) | - | 10,004 | $- | $100,048 |
| Class C | | | | |
| Shares sold | 22 | 10,000 | $263 | $100,000 |
| Shares redeemed | (2) | - | (30) | - |
| Net increase (decrease) | 20 | 10,000 | $233 | $100,000 |
| Fidelity Sustainable Target Date 2035 Fund | | | | |
| Shares sold | 63,127 | 115,290 | $733,846 | $1,215,922 |
| Reinvestment of distributions | 218 | 811 | 2,475 | 8,792 |
| Shares redeemed | (4,965) | (12,798) | (58,218) | (133,472) |
| Net increase (decrease) | 58,380 | 103,303 | $678,103 | $1,091,242 |
| Class K | | | | |
| Shares sold | - | 10,001 | $- | $100,000 |
| Reinvestment of distributions | 20 | 136 | 223 | 1,480 |
| Net increase (decrease) | 20 | 10,137 | $223 | $101,480 |
| Class K6 | | | | |
| Shares sold | 21,660 | 114,030 | $250,138 | $1,267,883 |
| Reinvestment of distributions | 304 | 143 | 3,454 | 1,550 |
| Shares redeemed | (3,230) | (901) | (37,801) | (10,269) |
| Net increase (decrease) | 18,734 | 113,272 | $215,791 | $1,259,164 |
| Class I | | | | |
| Shares sold | 13,016 | 22,593 | $150,000 | $238,643 |
| Reinvestment of distributions | - | - | - | - |
| Shares redeemed | (25,315) | (293) | (290,655) | (3,186) |
| Net increase (decrease) | (12,299) | 22,300 | $(140,655) | $235,457 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (114,809) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(114,809) | $100,000 |
| Fidelity Sustainable Target Date 2040 Fund | | | | |
| Class A | | | | |
| Shares sold | 2,954 | 30,631 | $36,416 | $321,049 |
| Reinvestment of distributions | 7 | 138 | 81 | 1,526 |
| Shares redeemed | (9,988) | (4,625) | (123,172) | (48,536) |
| Net increase (decrease) | (7,027) | 26,144 | $(86,675) | $274,039 |
| Class M | | | | |
| Shares sold | 732 | 10,985 | $8,715 | $111,424 |
| Reinvestment of distributions | 1 | - | 6 | - |
| Net increase (decrease) | 733 | 10,985 | $8,721 | $111,424 |
| Class C | | | | |
| Shares sold | 49 | 10,000 | $600 | $100,000 |
| Shares redeemed | (2) | - | (30) | - |
| Net increase (decrease) | 47 | 10,000 | $570 | $100,000 |
| Fidelity Sustainable Target Date 2040 Fund | | | | |
| Shares sold | 188,919 | 163,454 | $2,245,030 | $1,752,043 |
| Reinvestment of distributions | 184 | 928 | 2,154 | 10,231 |
| Shares redeemed | (21,904) | (6,275) | (266,282) | (65,343) |
| Net increase (decrease) | 167,199 | 158,107 | $1,980,902 | $1,696,931 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 9 | 101 | 101 | 1,120 |
| Net increase (decrease) | 9 | 10,101 | $101 | $101,120 |
| Class K6 | | | | |
| Shares sold | 19,852 | 54,519 | $236,568 | $612,884 |
| Reinvestment of distributions | 78 | 108 | 912 | 1,190 |
| Shares redeemed | (2,867) | (2,873) | (34,670) | (33,443) |
| Net increase (decrease) | 17,063 | 51,754 | $202,810 | $580,631 |
| Class I | | | | |
| Shares sold | 88 | 11,394 | $1,100 | $115,492 |
| Reinvestment of distributions | 1 | - | 10 | - |
| Shares redeemed | (8) | - | (98) | - |
| Net increase (decrease) | 81 | 11,394 | $1,012 | $115,492 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (118,813) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(118,813) | $100,000 |
| Fidelity Sustainable Target Date 2045 Fund | | | | |
| Class A | | | | |
| Shares sold | 9,022 | 10,513 | $109,999 | $105,856 |
| Reinvestment of distributions | - | 1 | - | 10 |
| Shares redeemed | (110) | - | (1,287) | - |
| Net increase (decrease) | 8,912 | 10,514 | $108,712 | $105,866 |
| Class M | | | | |
| Shares sold | 541 | 10,060 | $6,413 | $100,691 |
| Net increase (decrease) | 541 | 10,060 | $6,413 | $100,691 |
| Class C | | | | |
| Shares sold | 271 | 10,000 | $3,341 | $100,000 |
| Shares redeemed | (5) | - | (60) | - |
| Net increase (decrease) | 266 | 10,000 | $3,281 | $100,000 |
| Fidelity Sustainable Target Date 2045 Fund | | | | |
| Shares sold | 208,125 | 169,560 | $2,565,860 | $1,791,958 |
| Reinvestment of distributions | 45 | 973 | 535 | 10,766 |
| Shares redeemed | (17,306) | (50,751) | (209,581) | (526,568) |
| Net increase (decrease) | 190,864 | 119,782 | $2,356,814 | $1,276,156 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 3 | 110 | 30 | 1,220 |
| Net increase (decrease) | 3 | 10,110 | $30 | $101,220 |
| Class K6 | | | | |
| Shares sold | 18,598 | 65,111 | $223,560 | $738,764 |
| Reinvestment of distributions | 57 | 116 | 680 | 1,280 |
| Shares redeemed | (562) | (4,855) | (6,679) | (56,901) |
| Net increase (decrease) | 18,093 | 60,372 | $217,561 | $683,143 |
| Class I | | | | |
| Shares sold | 643 | 12,551 | $7,966 | $130,000 |
| Reinvestment of distributions | 1 | - | 8 | - |
| Shares redeemed | (179) | - | (2,114) | - |
| Net increase (decrease) | 465 | 12,551 | $5,860 | $130,000 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $ - | $100,000 |
| Shares redeemed | (10,000) | - | (119,946) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(119,946) | $100,000 |
| Fidelity Sustainable Target Date 2050 Fund | | | | |
| Class A | | | | |
| Shares sold | 1,366 | 11,942 | $16,204 | $119,841 |
| Reinvestment of distributions | - | 13 | - | 147 |
| Shares redeemed | (2) | (442) | (30) | (5,225) |
| Net increase (decrease) | 1,364 | 11,513 | $16,174 | $114,763 |
| Class M | | | | |
| Shares sold | 3,520 | 10,230 | $41,543 | $102,500 |
| Shares redeemed | - | (230) | - | (2,656) |
| Net increase (decrease) | 3,520 | 10,000 | $41,543 | $99,844 |
| Class C | | | | |
| Shares sold | 67 | 10,000 | $828 | $100,000 |
| Shares redeemed | (2) | - | (30) | - |
| Net increase (decrease) | 65 | 10,000 | $798 | $100,000 |
| Fidelity Sustainable Target Date 2050 Fund | | | | |
| Shares sold | 126,366 | 192,506 | $1,519,310 | $2,030,029 |
| Reinvestment of distributions | 47 | 1,389 | 553 | 15,378 |
| Shares redeemed | (16,593) | (18,873) | (201,803) | (191,530) |
| Net increase (decrease) | 109,820 | 175,022 | $1,318,060 | $1,853,877 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 3 | 109 | 30 | 1,210 |
| Net increase (decrease) | 3 | 10,109 | $30 | $101,210 |
| Class K6 | | | | |
| Shares sold | 21,935 | 64,073 | $264,064 | $729,098 |
| Reinvestment of distributions | 55 | 115 | 656 | 1,270 |
| Shares redeemed | (2,977) | - | (36,026) | - |
| Net increase (decrease) | 19,013 | 64,188 | $228,694 | $730,368 |
| Class I | | | | |
| Shares sold | 4,713 | 12,975 | $57,377 | $132,122 |
| Reinvestment of distributions | - | 5 | - | 56 |
| Shares redeemed | (2) | (35) | (30) | (376) |
| Net increase (decrease) | 4,711 | 12,945 | $57,347 | $131,802 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (119,946) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(119,946) | $100,000 |
| Fidelity Sustainable Target Date 2055 Fund | | | | |
| Class A | | | | |
| Shares sold | 41 | 10,506 | $522 | $104,907 |
| Reinvestment of distributions | - | 4 | 2 | 48 |
| Shares redeemed | (2) | (9) | (30) | (96) |
| Net increase (decrease) | 39 | 10,501 | $494 | $104,859 |
| Class M | | | | |
| Shares sold | 31 | 15,345 | $379 | $161,626 |
| Reinvestment of distributions | 2 | 4 | 21 | 42 |
| Shares redeemed | (2) | - | (25) | - |
| Net increase (decrease) | 31 | 15,349 | $375 | $161,668 |
| Class C | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Fidelity Sustainable Target Date 2055 Fund | | | | |
| Shares sold | 164,074 | 125,067 | $1,965,891 | $1,337,002 |
| Reinvestment of distributions | 82 | 731 | 975 | 8,092 |
| Shares redeemed | (10,853) | (1,977) | (131,558) | (21,983) |
| Net increase (decrease) | 153,303 | 123,821 | $1,835,308 | $1,323,111 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 3 | 107 | 40 | 1,180 |
| Net increase (decrease) | 3 | 10,107 | $40 | $101,180 |
| Class K6 | | | | |
| Shares sold | 16,383 | 51,313 | $196,943 | $578,835 |
| Reinvestment of distributions | 44 | 112 | 519 | 1,240 |
| Shares redeemed | (1,179) | (759) | (14,339) | (8,907) |
| Net increase (decrease) | 15,248 | 50,666 | $183,123 | $571,168 |
| Class I | | | | |
| Shares sold | 1,079 | 10,911 | $13,167 | $109,907 |
| Reinvestment of distributions | - | - | 5 | - |
| Shares redeemed | (2) | - | (30) | - |
| Net increase (decrease) | 1,077 | 10,911 | $13,142 | $109,907 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (119,986) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(119,986) | $100,000 |
| Fidelity Sustainable Target Date 2060 Fund | | | | |
| Class A | | | | |
| Shares sold | 706 | 19,332 | $8,153 | $205,129 |
| Reinvestment of distributions | 4 | - | 49 | - |
| Shares redeemed | (5) | - | (60) | - |
| Net increase (decrease) | 705 | 19,332 | $8,142 | $205,129 |
| Class M | | | | |
| Shares sold | - | 12,039 | $- | $121,364 |
| Reinvestment of distributions | 1 | 9 | 10 | 102 |
| Shares redeemed | (2) | - | (30) | - |
| Net increase (decrease) | (1) | 12,048 | $(20) | $121,466 |
| Class C | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Fidelity Sustainable Target Date 2060 Fund | | | | |
| Shares sold | 163,278 | 93,610 | $1,967,697 | $998,333 |
| Reinvestment of distributions | 74 | 543 | 878 | 6,008 |
| Shares redeemed | (17,602) | (2,697) | (215,877) | (30,476) |
| Net increase (decrease) | 145,750 | 91,456 | $1,752,698 | $973,865 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 4 | 111 | 51 | 1,230 |
| Net increase (decrease) | 4 | 10,111 | $51 | $101,230 |
| Class K6 | | | | |
| Shares sold | 17,059 | 33,386 | $204,921 | $371,060 |
| Reinvestment of distributions | 32 | 116 | 379 | 1,290 |
| Shares redeemed | (1,569) | (334) | (19,066) | (3,880) |
| Net increase (decrease) | 15,522 | 33,168 | $186,234 | $368,470 |
| Class I | | | | |
| Shares sold | 83 | 10,000 | $1,000 | $100,000 |
| Shares redeemed | (83) | - | (1,022) | - |
| Net increase (decrease) | - | 10,000 | $(22) | $100,000 |
| Class Z | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (119,931) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(119,931) | $100,000 |
| Fidelity Sustainable Target Date 2065 Fund | | | | |
| Class A | | | | |
| Shares sold | 1,655 | 10,000 | $20,576 | $100,000 |
| Shares redeemed | (6) | - | (75) | - |
| Net increase (decrease) | 1,649 | 10,000 | $20,501 | $100,000 |
| Class M | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Net increase (decrease) | - | 10,000 | $- | $100,000 |
| Class C | | | | |
| Shares sold | 31 | 10,000 | $385 | $100,000 |
| Shares redeemed | (2) | - | (30) | - |
| Net increase (decrease) | 29 | 10,000 | $355 | $100,000 |
| Fidelity Sustainable Target Date 2065 Fund | | | | |
| Shares sold | 57,324 | 87,620 | $689,519 | $937,939 |
| Reinvestment of distributions | 24 | 486 | 283 | 5,375 |
| Shares redeemed | (4,034) | (949) | (49,471) | (10,151) |
| Net increase (decrease) | 53,314 | 87,157 | $640,331 | $933,163 |
| Class K | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Reinvestment of distributions | 2 | 109 | 20 | 1,210 |
| Net increase (decrease) | 2 | 10,109 | $20 | $101,210 |
| Class K6 | | | | |
| Shares sold | 13,217 | 20,736 | $158,644 | $224,434 |
| Reinvestment of distributions | 14 | 116 | 169 | 1,280 |
| Shares redeemed | (1,782) | (287) | (21,874) | (3,376) |
| Net increase (decrease) | 11,449 | 20,565 | $136,939 | $222,338 |
| Class I | | | | |
| Shares sold | - | 10,374 | $- | $104,000 |
| Reinvestment of distributions | - | 3 | - | 33 |
| Net increase (decrease) | - | 10,377 | $- | $104,033 |
| Class Z | | | | |
| Shares sold | 400 | 10,000 | $5,000 | $100,000 |
| Net increase (decrease) | 400 | 10,000 | $5,000 | $100,000 |
| Class Z6 | | | | |
| Shares sold | - | 10,000 | $- | $100,000 |
| Shares redeemed | (10,000) | - | (119,953) | - |
| Net increase (decrease) | (10,000) | 10,000 | $(119,953) | $100,000 |
| Fidelity Sustainable Target Date 2070 Fund | | | | |
| Class A | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
| Class M | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
| Class C | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
Fidelity Sustainable Target Date 2070 Fund B | | | | |
| Shares sold | 18,930 | - | $189,681 | $- |
| Shares redeemed | (13) | - | (127) | - |
| Net increase (decrease) | 18,917 | - | $189,554 | $- |
| Class K | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
| Class K6 | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
| Class I | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
| Class Z | | | | |
| Shares sold | 5,000 | - | $50,000 | $- |
| Net increase (decrease) | 5,000 | - | $50,000 | $- |
A For the period May 11,2023 (commencement of operations) through March 31, 2024.
B For the period June 28, 2024 (commencement of operations) through September 30, 2024.
9. Other.
A fund's organizational documents provide former and current trustees and officers with a limited indemnification against liabilities arising in connection with the performance of their duties to the fund. In the normal course of business, a fund may also enter into contracts that provide general indemnifications. A fund's maximum exposure under these arrangements is unknown as this would be dependent on future claims that may be made against a fund. The risk of material loss from such claims is considered remote.
At the end of the period, the investment adviser or its affiliates were owners of record of more than 10% of the outstanding shares as follows:
| Fund | Affiliated % |
Fidelity Sustainable Target Date Income Fund | 74% |
Fidelity Sustainable Target Date 2010 Fund | 77% |
Fidelity Sustainable Target Date 2015 Fund | 79% |
Fidelity Sustainable Target Date 2020 Fund | 48% |
Fidelity Sustainable Target Date 2025 Fund | 43% |
Fidelity Sustainable Target Date 2030 Fund | 20% |
Fidelity Sustainable Target Date 2035 Fund | 22% |
Fidelity Sustainable Target Date 2040 Fund | 17% |
Fidelity Sustainable Target Date 2045 Fund | 17% |
Fidelity Sustainable Target Date 2050 Fund | 18% |
Fidelity Sustainable Target Date 2055 Fund | 20% |
Fidelity Sustainable Target Date 2060 Fund | 22% |
Fidelity Sustainable Target Date 2065 Fund | 34% |
Fidelity Sustainable Target Date 2070 Fund | 93% |
Funds do not invest in underlying mutual funds for the purpose of exercising management or control; however, investments by funds within their principal investment strategies may represent a significant portion of the underlying mutual fund's net assets. At the end of the period, certain Funds were the owners of record of 10% or more of the total outstanding shares of the following underlying mutual funds as shown below.
| Fund | Fidelity Sustainable Target Date 2030 Fund | Fidelity Sustainable Target Date 2040 Fund | Fidelity Sustainable Target Date 2045 Fund |
| Fidelity Series Sustainable Investment Grade Bond Fund | 13% | -% | 13% |
| Fidelity Series Sustainable U.S. Market Fund | -% | 10% | 11% |
| Fund | Fidelity Sustainable Target Date 2050 Fund | Fidelity Sustainable Target Date 2055 Fund |
| Fidelity Series Sustainable Investment Grade Bond Fund | -% | -% |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 10% | -% |
| Fidelity Series Sustainable U.S. Markets Fund | 12% | 11% |
The Funds, in aggregate, were the owners of record of more than 20% of the total outstanding shares of the following underlying mutual funds.
| Fund | % of shares held |
| Fidelity Series Sustainable Emerging Markets Fund | 61% |
| Fidelity Series Sustainable Investment Grade Bond Fund | 56% |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | 76% |
| Fidelity Series Sustainable U.S. Market Fund | 83% |
10. Risk and Uncertainties.
Many factors affect a fund's performance. Developments that disrupt global economies and financial markets, such as pandemics, epidemics, outbreaks of infectious diseases, war, terrorism, and environmental disasters, may significantly affect a fund's investment performance. The effects of these developments to a fund will be impacted by the types of securities in which a fund invests, the financial condition, industry, economic sector, and geographic location of an issuer, and a fund's level of investment in the securities of that issuer. Significant concentrations in security types, issuers, industries, sectors, and geographic locations may magnify the factors that affect a fund's performance.
Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies
(Unaudited)
Note: This is not applicable for any fund included in this document.
Item 9: Proxy Disclosures for Open-End Management Investment Companies
(Unaudited)
Note: This is not applicable for any fund included in this document.
Item 10: Remuneration Paid to Directors, Officers, and others of Open-End Management Investment Companies
(Unaudited)
Note: This information is disclosed as part of the financial statements for each Fund as part of Item 7: Financial Statements and Financial Highlights for Open-End Management Investment companies.
Item 11: Statement Regarding Basis for Approval of Investment Advisory Contract
(Unaudited)
Board Approval of Investment Advisory Contracts and Management Fees
Fidelity Sustainable Target Date 2070 Fund
At its March 2024 meeting, the Board of Trustees, including the Independent Trustees (together, the Board), voted to approve the management contract (the Advisory Contract) with Fidelity Management & Research Company LLC (FMR) for the fund. The Board, assisted by the advice of fund counsel and Independent Trustees' counsel, considered a broad range of information.
Nature, Extent, and Quality of Services Provided. The Board considered Fidelity's staffing as it relates to the fund, including the backgrounds of investment personnel of FMR, and also considered the fund's investment objective, strategies, and related investment philosophy. The Board considered the structure of the investment personnel compensation program and whether this structure provides appropriate incentives to act in the best interests of the fund.
Resources Dedicated to Investment Management and Support Services. The Board reviewed the general qualifications and capabilities of Fidelity's investment staff, including its size, education, experience, and resources, as well as Fidelity's approach to recruiting, training, managing, and compensating investment personnel. The Board noted the resources devoted to Fidelity's global investment organization and that Fidelity's analysts have extensive resources, tools and capabilities that allow them to conduct sophisticated quantitative and fundamental analysis, as well as credit analysis of issuers, counterparties and guarantors. Further, the Board considered that Fidelity's investment professionals have sufficient access to global information and data so as to provide competitive investment results over time, and that those professionals also have access to sophisticated tools that permit them to assess portfolio construction and risk and performance attribution characteristics continuously, as well as to transmit new information and research conclusions rapidly around the world. Additionally, in its deliberations, the Board considered Fidelity's risk management, compliance, cybersecurity, and technology and operations capabilities and resources, which are integral parts of the investment management process.
Shareholder and Administrative Services. The Board considered the nature, extent, quality, and cost of advisory, administrative, and shareholder services to be performed by Fidelity under the Advisory Contract. The Board also considered the nature and extent of the supervision of third party service providers, principally custodians, subcustodians, and pricing vendors.
The Board noted that the growth of fund assets over time across the complex allows Fidelity to reinvest in the development of services designed to enhance the value and convenience of the Fidelity funds as investment vehicles. These services include 24-hour access to account information and market information over the Internet and through telephone representatives, investor education materials and asset allocation tools. The Board also considered that it reviews customer service metrics such as telephone response times, continuity of services on the website and metrics addressing services at Fidelity Investor Centers.
Investment Performance. The fund is a new fund and therefore had no historical performance for the Board to review at the time it approved the fund's Advisory Contract. The Board considered FMR's strength in managing asset allocation funds, which the Board is familiar with through its supervision of other target date funds. The Board also considered the fact that it oversees funds managed by FMR that have similar investment objectives and policies as the fund.
Based on its review, the Board concluded that the nature, extent, and quality of services to be provided to the fund under the Advisory Contract should benefit the shareholders of the fund.
Competitiveness of Management Fee and Total Expense Ratio. The Board considered the fund's proposed class-level management fee rate out of which FMR will pay all operating expenses of the fund, with certain limited exceptions. In reviewing the Advisory Contract, the Board also considered the projected total expense ratio of each class of the fund. The Board noted that the fund's proposed class-level management fee rates rank above the median of its competitor funds because the majority of such competitor funds do not have top-level management fees that cover expenses for services beyond portfolio management.
The Board also considered that the projected total net expense ratio of Class K, Class K6 and Class Z (including acquired fund fees and expenses) of the fund is below the median of those funds and classes used by the Board for management fee comparisons that have a similar sales load structure, that the projected total net expense ratio of the Retail Class, Class A, and Class C is equal to the competitive median, and that the projected total net expense ratio of Class M, and Class I rank above the competitive median. The Board also considered that the total net expense ratio of Class M is above the competitive median primarily because of higher 12b-1 fees on Class M as compared to most competitor funds. The Board also noted that Although Class I is categorized by Lipper as an institutional class, Class I has no investment minimum, unlike other funds and classes categorized as institutional. As a result, FMR believes Class I is generally more comparable to retail funds and classes. The Board considered that, when compared to retail classes of competitor target date funds of a similar vintage, the projected total net expenses ratio of Class I is equal to the competitive median.
The Board noted that the difference in management fee rates between classes is the result of separate arrangements for class level services and/or waivers of certain expenses. The Board further noted that such difference is not the result of any difference in advisory or custodial fees or other expenses related to the management of a fund's assets, which do not vary by class.
The Board considered that the proposed contractual arrangements for the fund oblige FMR to pay all "class-level" expenses of Class K6 of the fund to the extent necessary to limit total operating expenses, with certain exceptions, to an amount specified in the applicable expense contract.
These contractual arrangements may not be amended to increase the fees or expenses payable by Class K6 of the fund except by a vote of a majority of the Board of Trustees of the fund.
Based on its review, the Board concluded that the management fee and the projected total expense ratio of each class of the fund were reasonable in light of the services that the fund and its shareholders will receive and the other factors considered.
Costs of the Services and Profitability. The fund is a new fund and therefore no revenue, cost, or profitability data were available for the Board to review in respect of the fund at the time it approved the Advisory Contract. In connection with its consideration of future renewals of the fund's Advisory Contract, the Board will consider the revenues earned and the expenses incurred by Fidelity in conducting the business of developing, marketing, distributing, managing, administering and servicing the Series Funds in which the fund invests and servicing the fund's shareholders.
Economies of Scale. The Board will consider economies of scale when there is operating experience to permit assessment thereof. It noted that, notwithstanding the entrepreneurial risk associated with a new fund, the management fee was at a level normally associated with very high fund net assets, and Fidelity asserted to the Board that the level of the fee anticipated economies of scale at lower asset levels even before, if ever, economies of scale are achieved. The Board also noted that the fund and its shareholders would have access to the very considerable number and variety of services available through Fidelity and its affiliates.
Based on its evaluation of all of the conclusions noted above, and after considering all factors it believed relevant, the Board concluded that the advisory fee arrangements are fair and reasonable, and that the fund's Advisory Contract should be approved.
Board Approval of Investment Advisory Contracts and Management Fees
Fidelity Sustainable Target Date Income Fund
Fidelity Sustainable Target Date 2010 Fund
Fidelity Sustainable Target Date 2015 Fund
Fidelity Sustainable Target Date 2020 Fund
Fidelity Sustainable Target Date 2025 Fund
Fidelity Sustainable Target Date 2030 Fund
Fidelity Sustainable Target Date 2035 Fund
Fidelity Sustainable Target Date 2040 Fund
Fidelity Sustainable Target Date 2045 Fund
Fidelity Sustainable Target Date 2050 Fund
Fidelity Sustainable Target Date 2055 Fund
Fidelity Sustainable Target Date 2060 Fund
Fidelity Sustainable Target Date 2065 Fund
Each year, the Board of Trustees, including the Independent Trustees (together, the Board), considers the renewal of each fund's management contract with Fidelity Management & Research Company LLC (FMR) (the Advisory Contract). The Board, assisted by the advice of fund counsel and Independent Trustees' counsel, requests and considers a broad range of information relevant to the renewal of the Advisory Contracts throughout the year.
The Board meets regularly and, at each of its meetings, covers an extensive agenda of topics and materials and considers factors that are relevant to its annual consideration of the renewal of each fund's Advisory Contract, including the services and support provided to each fund and its shareholders. The Board's Operations Committee, of which all the Independent Trustees are members, meets regularly throughout the year and requests, receives and considers, among other matters, information related to the annual consideration of the renewal of each fund's Advisory Contracts before making its recommendation to the Board. The Board also meets as needed to review matters specifically related to the Board's annual consideration of the renewal of the Advisory Contracts. Members of the Board may also meet from time to time with trustees of other Fidelity funds through joint ad hoc committees to discuss certain matters relevant to all of the Fidelity funds.
At its September 2024 meeting, the Board unanimously determined to renew each fund's Advisory Contract. In reaching its determination, the Board considered all factors it believed relevant, including (i) the nature, extent, and quality of the services provided to each fund and its shareholders (including the investment performance of each fund); (ii) the competitiveness relative to peer funds of each fund's management fee and the total expense ratio of a representative class (the retail class, which was selected because it was the largest class without 12b-1 fees); (iii) the total costs of the services provided by and the profits realized by FMR and its affiliates (Fidelity) from its relationships with each fund; and (iv) the extent to which, if any, economies of scale exist and are realized as each fund grows, and whether any economies of scale are appropriately shared with fund shareholders. The Board also considered the broad range of investment choices available to shareholders from FMR's competitors and that each fund's shareholders have chosen to invest in that fund, which is part of the Fidelity family of funds. The Board's decision to renew the funds' Advisory Contracts was not based on any single factor and the factors may have been weighed differently by different Trustees.
The Board also considered that each fund pays an all-inclusive management fee that covers all operating expenses of the fund, subject to certain exceptions, and varies by class (unitary fee) and the underlying Fidelity funds in which the fund invests (Series Funds) do not pay expenses, with certain limited exceptions. The Board and the board of other funds that invest their assets in Series Funds and the boards of the Series Funds previously formed a joint ad hoc committee to review the responsibilities of each board related to the consideration of the renewal of the Advisory Contracts for the funds, other funds that invest substantially all of their assets in Series Funds, and the Series Funds. The Board's deliberations were informed by the conclusions of such committee.
The Board reached a determination, with the assistance of fund counsel and Independent Trustees' counsel and through the exercise of its business judgment, that the renewal of the Advisory Contract was in the best interests of each fund and its shareholders and that the compensation payable under the Advisory Contract was fair and reasonable in light of all of the surrounding circumstances.
Nature, Extent, and Quality of Services Provided. The Board considered Fidelity's staffing as it relates to the funds, including the backgrounds and experience of investment personnel, and also considered FMR's implementation of each fund's investment program. The Independent Trustees also had discussions with senior management of Fidelity's investment operations and investment groups with responsibility for the Series Funds. The Board considered the structure of the investment personnel compensation program and whether this structure provides appropriate incentives to act in the best interests of each fund. Additionally, the Board considered the portfolio managers' investments, if any, in the funds that they manage.
Resources Dedicated to Investment Management and Support Services. The Board reviewed the general qualifications and capabilities of Fidelity's investment staff, including its size, education, experience, and resources, as well as Fidelity's approach to recruiting, training, managing, and compensating investment personnel. The Board noted the resources devoted to Fidelity's global investment organization, and that Fidelity's analysts have extensive resources, tools, and capabilities that allow them to conduct quantitative and fundamental analysis, as well as credit analysis of issuers, counterparties, and guarantors. Further, the Board considered that Fidelity's investment professionals have sufficient access to global information and data so as to provide competitive investment results over time, and that those professionals also have access to sophisticated tools that permit them to assess portfolio construction and risk and performance attribution characteristics continuously, as well as to transmit new information and research conclusions rapidly around the world. Additionally, in its deliberations, the Board considered Fidelity's risk management, compliance, cybersecurity, and technology and operations capabilities and resources, which are integral parts of the investment management process.
Shareholder and Administrative Services. The Board considered (i) the nature, extent, quality, and cost of advisory, administrative, and shareholder services performed by Fidelity under the Advisory Contract and under separate agreements covering transfer agency and pricing and bookkeeping services for each fund; (ii) the nature and extent of Fidelity's supervision of third party service providers, principally custodians, subcustodians, and pricing vendors; and (iii) the resources devoted by Fidelity to, and the record of compliance with, each fund's compliance policies and procedures, including with respect to liquidity risk management.
The Board noted that the growth of fund assets over time across the complex allows Fidelity to reinvest in the development of services designed to enhance the value and convenience of the Fidelity funds as investment vehicles. These services include 24-hour access to account information and market information over the Internet and through telephone representatives, investor education materials and asset allocation tools. The Board also considered that it reviews customer service metrics such as telephone response times, continuity of services on the website and metrics addressing services at Fidelity Investor Centers.
Investment in a Large Fund Family. The Board considered the benefits to shareholders of investing in a fund that is part of a large family of funds offering a variety of investment disciplines and providing a large variety of fund investor services. The Board noted that Fidelity had taken, or had made recommendations to the Board that resulted in the Fidelity funds taking, a number of actions over the previous year that benefited particular funds and/or the Fidelity funds in general.
Investment Performance. The Board took into account discussions that occur with representatives of Fidelity, or reports it receives, at Board meetings throughout the year relating to fund investment performance. In this regard the Board noted that as part of regularly scheduled fund reviews and other reports to the Board on fund performance, the Board considered annualized return information for each fund for different time periods, measured against one or more appropriate securities market indices, including a customized blended index that reflects the respective weights of the fund's asset classes (each a benchmark index). The Board also considered information about performance attribution. In its evaluation of fund investment performance at meetings throughout the year, the Board gave particular attention to information indicating underperformance of certain Fidelity funds over different time periods and discussed with Fidelity the reasons for such underperformance.
In addition to reviewing absolute and relative fund performance, the Independent Trustees periodically consider the appropriateness of fund performance metrics in evaluating the results achieved. The Independent Trustees generally give greater weight to fund performance over longer time periods than over shorter time periods. Depending on the circumstances, the Independent Trustees may be satisfied with a fund's performance notwithstanding that it lags its benchmark index for certain periods.
Based on its review, the Board concluded that the nature, extent, and quality of services provided to each fund under the Advisory Contracts should continue to benefit the shareholders of each fund.
Competitiveness of Management Fee and Total Expense Ratio. The Board was provided with information regarding industry trends in management fees and expenses. The Board considered each fund's class-level management fee rates under the Advisory Contract. The Board also considered other expenses, such as transfer agent fees, pricing and bookkeeping fees, and custodial, legal, and audit fees, paid by FMR under the unitary fee arrangement for each fund. The Board also noted that Fidelity may agree to waive fees or reimburse expenses from time to time, and the extent to which, if any, it has done so for each fund.
Comparisons of Management Fees and Total Expense Ratios. Among other things, the Board reviewed data for selected groups of competitive funds and classes (referred to as "mapped groups") that were compiled by Fidelity based on combining similar investment objective categories (as classified by Morningstar) that have comparable investment mandates. For each fund, data reviewed by the Board included (i) gross management fee comparisons (before taking into account expense reimbursements or caps) relative to the total universe of funds within the mapped group; (ii) gross management fee comparisons relative to a subset of non-Fidelity funds in the mapped group that are similar in size and management fee structure to the fund (referred to as the "asset size peer group"); (iii) total expense comparisons of the retail class of the fund relative to funds and classes in the mapped group that have a similar sales load structure to the retail class of the fund (referred to as the "similar sales load structure group"); and (iv) total expense comparisons of the retail class of the fund relative to funds and classes in the similar sales load structure group that are similar in size and management fee structure to the fund (referred to as the "total expense asset size peer group").
The information provided to the Board indicated that each fund's management fee rate ranked above the competitive median of the mapped group for 2023 and above competitive median of the asset size peer group for 2023. Further, the information provided to the Board indicated that the total expenses of the retail class of Fidelity Sustainable Target Date Income Fund, Fidelity Sustainable Target Date 2010 Fund, Fidelity Sustainable Target Date 2030 Fund, and Fidelity Sustainable Target Date 2060 Fund ranked below the competitive median of the similar sales load structure group for 2023, the total expenses of the retail class of Fidelity Sustainable Target Date 2035 Fund, Fidelity Sustainable Target Date 2045 Fund, Fidelity Sustainable Target Date 2055 Fund, and Fidelity Sustainable Target Date 2065 Fund ranked equal to the competitive median of the similar sales load structure group for 2023, and the total expenses of the retail class of Fidelity Sustainable Target Date 2015 Fund, Fidelity Sustainable Target Date 2020 Fund, Fidelity Sustainable Target Date 2025 Fund, and Fidelity Sustainable Target Date 2040 Fund ranked above the competitive median of the similar sales load structure group for 2023. The information provided to the Board indicated that the total expenses of the retail class of Fidelity Sustainable Target Date Income Fund, Fidelity Sustainable Target Date 2010 Fund, Fidelity Sustainable Target Date 2015 Fund, Fidelity Sustainable Target Date 2020 Fund, Fidelity Sustainable Target Date 2025 Fund, Fidelity Sustainable Target Date 2030 Fund, Fidelity Sustainable Target Date 2035 Fund, and Fidelity Sustainable Target Date 2040 Fund ranked above the competitive median of the total expense asset size peer group for 2023 and the total expenses of the retail class of Fidelity Sustainable Target Date 2045 Fund, Fidelity Sustainable Target Date 2050 Fund, Fidelity Sustainable Target Date 2055 Fund, Fidelity Sustainable Target Date 2060 Fund, and Fidelity Sustainable Target Date 2065 Fund ranked below the competitive median of the total expense asset size peer group for 2023.
The Board noted that each fund's unitary fee arrangement covers all operating expenses of the fund, subject to certain exceptions, and that the fee structures of the majority of peer funds do not include top-level management fees. The Board noted that for this reason, Fidelity believes that a comparison of total expense ratios (including acquired fund fees and expenses of the Series Funds) is more useful than comparisons of the unitary advisory fee paid by each class and the advisory fee paid by most competitor funds. The competitor total expense comparison includes the acquired fund fees and expenses of the underlying funds. The Board also noted that Fidelity believes the competitive discussion has limited value given that each fund has a custom benchmark unique to its own strategy, has different objectives and goals, and can have unique asset class exposures and allocations. The Board further noted that the primary comparisons for the funds are against competitor target date funds with holdings that are actively managed, but that there is dispersion in the strategic and active allocation among competitors, regardless of whether the funds have similar vintages.
The Board noted that each fund offers multiple classes, each of which has a different sales load and 12b-1 fee structure than the others, and that the multiple structures are intended to offer a range of pricing options for the intermediary market. The Board also noted that the total expense ratios of the classes of each fund vary primarily by the level of their 12b-1 fees.
The Board noted that a different unitary fee rate is applicable to each class of each fund. The Board considered that the difference in management fee rates between classes is the result of separate arrangements for class-level services and/or waivers of certain expenses and not the result of any difference in advisory or custodial fees or other expenses related to the management of a fund's assets.
The Board considered information about the reasons that certain classes of the funds were in the 4th quartile for total expense ratio comparisons. The Board also considered that the total expenses for Class M of Fidelity Sustainable Target Date 2015 Fund, Fidelity Sustainable Target Date 2020 Fund, Fidelity Sustainable Target Date 2025 Fund, Fidelity Sustainable Target Date 2030 Fund, Fidelity Sustainable Target Date 2035 Fund, and Fidelity Sustainable Target Date 2040 Fund ranked in the 4th quartile of the similar sales load structure group. The Board noted that Class M has a 0.50% 12b‑1 fee, which is higher than the 12b-1 fee for most front-end load classes included in the competitive group. The Board further noted that Class M shares, purchasers of which may be subject to a front-end sales load, are primarily distributed on a load-waived basis through retirement plans and intermediary wrap products that qualify for a sales charge waiver. The Board also noted that, in the retirement plan market, Class M's 0.50% 12b-1 fee is comparable to competing Class R shares, which Lipper classifies as institutional load.
The Board also considered that the total expenses for Class C of each fund (except Fidelity Sustainable Target Date Income Fund and Fidelity Sustainable Target Date 2005 Fund) ranked in the 4th quartile of the similar sales load structure group. The Board noted that Class C has a 1.00% 12b‑1 fee, while Lipper's level load definition is broad and includes both traditionally priced (1.00%) 12b-1 fee classes and funds without sales loads that have relatively lower distribution and service fees.
Other Contractual Arrangements. The Board considered that current contractual arrangements for the fund oblige FMR to pay all "class-level" expenses of Class K6 of each fund to the extent necessary to limit total operating expenses, with certain exceptions, to an amount specified in the applicable expense contract. These contractual arrangements may not be amended to increase the fees or expenses payable by Class K6 of a fund except by a vote of a majority of the Board of Trustees.
Fees Charged to Other Fidelity Clients. The Board also considered Fidelity fee structures and other information with respect to clients of Fidelity, such as other funds advised or subadvised by Fidelity, pension plan clients, and other institutional clients with similar mandates. The Board noted that a joint ad hoc committee created by it and the boards of other Fidelity funds periodically reviews and compares Fidelity's institutional investment advisory business with its business of providing services to the Fidelity funds and also noted the most recent findings of the committee. The Board noted that the committee's review included a consideration of the differences in services provided, fees charged, and costs incurred, as well as competition in the markets serving the different categories of clients.
Based on its review, the Board concluded that each fund's management fee is fair and reasonable in light of the services that the fund receives and the other factors considered. Further, based on its review of total expense ratios and fees charged to other Fidelity clients, the Board concluded that the total expense ratio of each class of each fund was reasonable in light of the services that the fund and its shareholders receive and the other factors considered.
Costs of the Services and Profitability. The Board considered the revenues earned and the expenses incurred by Fidelity in conducting the business of developing, marketing, distributing, managing, administering and servicing each fund and the Series Funds in which each fund invests and in servicing each fund's shareholders. The Board also considered the level of Fidelity's profits in respect of all the Fidelity funds.
On an annual basis, Fidelity presents to the Board information about the profitability of its relationships with each fund. Fidelity calculates profitability information for each Fidelity fund, as well as aggregate profitability information for groups of Fidelity funds and all Fidelity funds, using a series of detailed revenue and cost allocation methodologies which originate with the books and records of Fidelity on which Fidelity's audited financial statements are based. The Audit Committee of the Board reviews any significant changes from the prior year's methodologies.
A public accounting firm has been engaged annually by the Board as part of the Board's assessment of Fidelity's profitability analysis. The engagement includes the review and assessment of the methodologies used by Fidelity in determining the revenues and expenses attributable to Fidelity's fund business. After considering the reports issued under the engagement and information provided by Fidelity, the Board concluded that while other allocation methods may also be reasonable, Fidelity's profitability methodologies are reasonable in all material respects.
The Board also reviewed Fidelity's non-fund businesses and potential indirect benefits such businesses may have received as a result of their association with Fidelity's fund business (i.e., fall-out benefits) as well as cases where Fidelity's affiliates may benefit from the funds' business. The Board considered areas where potential indirect benefits to the Fidelity funds from their relationships with Fidelity may exist. The Board's consideration of these matters was informed by the findings of a joint ad hoc committee created by it and the boards of other Fidelity funds to evaluate potential fall-out benefits.
The Board considered the costs of the services provided by and the profits realized by Fidelity in connection with the operation of each fund and was satisfied that the profitability was not excessive.
Economies of Scale. The Board considered whether there have been economies of scale in respect of the management of the Fidelity funds, whether the Fidelity funds (including each fund) have appropriately benefited from any such economies of scale, and whether there is potential for realization of any further economies of scale. The Board considered the extent to which each fund will benefit from economies of scale as assets grow through increased services to the fund, through waivers or reimbursements, or through fee or expense ratio reductions. The Board recognized that, due to each fund's current contractual arrangements, its expense ratio will not decline if the fund's operating costs decrease as assets grow, or rise as assets decrease. The Board also noted that a committee created by it and the boards of other Fidelity funds periodically analyzes whether Fidelity attains economies of scale in respect of the management and servicing of the Fidelity funds, whether the Fidelity funds have appropriately benefited from such economies of scale, and whether there is potential for realization of any further economies of scale.
The Board concluded, taking into account the analysis of the committee, that economies of scale, if any, are being appropriately shared between fund shareholders and Fidelity.
Additional Information Requested by the Board. In order to develop fully the factual basis for consideration of the Fidelity funds' advisory contracts, the Board requested and received additional information on certain topics, including: (i) portfolio manager changes that have occurred during the past year; (ii) hiring, training, compensating, and retaining adviser and sub-adviser personnel; (iii) the terms of the funds' various management fee structures and arrangements for transfer agent and pricing and bookkeeping services; (iv) Fidelity's fund profitability methodology, profitability trends for certain funds, the allocation of various costs to different funds, and the impact of certain factors on fund profitability results; (v) the impact on fund profitability of recent industry trends, such as the growth in passively managed funds and the changes in flows for different types of funds; (vi) the types of management fee and total expense comparisons provided, and the challenges and limitations associated with such information; (vii) explanations regarding the relative total expense ratios and management fees of certain funds and classes, total expense and management fee competitive trends, and methodologies for total expense and management fee competitive comparisons; (viii) matters related to money market funds, exchange-traded funds, and target date funds; (ix) the arrangements with and compensation paid to certain fund sub-advisers and the treatment of such compensation within Fidelity's fund profitability methodology; and (x) the terms of management contracts between Fidelity and other funds and products not overseen by the Board.
Conclusion. Based on its evaluation of all of the conclusions noted above, and after considering all factors it believed relevant, the Board, including the Independent Trustees, concluded that the advisory fee arrangements are fair and reasonable in light of all of the surrounding circumstances and that each fund's Advisory Contract should be renewed through September 30, 2025.
1.9909153.101
FST-SANN-1124
Item 8.
Changes in and Disagreements with Accountants for Open-End Management Investment Companies
See Item 7.
Item 9.
Proxy Disclosures for Open-End Management Investment Companies
See Item 7.
Item 10.
Remuneration Paid to Directors, Officers, and Others of Open-End Management Investment Companies
See Item 7.
Item 11.
Statement Regarding Basis for Approval of Investment Advisory Contract
See Item 7.
Item 12.
Disclosure of Proxy Voting Policies and Procedures for Closed-End Management Investment Companies
Not applicable.
Item 13.
Portfolio Managers of Closed-End Management Investment Companies
Not applicable.
Item 14.
Purchases of Equity Securities by Closed-End Management Investment Company and Affiliated Purchasers
Not applicable.
Item 15.
Submission of Matters to a Vote of Security Holders
There were no material changes to the procedures by which shareholders may recommend nominees to the Fidelity Aberdeen Street Trust’s Board of Trustees.
Item 16.
Controls and Procedures
(a)(i) The President and Treasurer and the Chief Financial Officer have concluded that the Fidelity Aberdeen Street Trust’s (the “Trust”) disclosure controls and procedures (as defined in Rule 30a-3(c) under the Investment Company Act) provide reasonable assurances that material information relating to the Trust is made known to them by the appropriate persons, based on their evaluation of these controls and procedures as of a date within 90 days of the filing date of this report.
(a)(ii) There was no change in the Trust’s internal control over financial reporting (as defined in Rule 30a-3(d) under the Investment Company Act) that occurred during the period covered by this report that has materially affected, or is reasonably likely to materially affect, the Trust’s internal control over financial reporting.
Item 17.
Disclosure of Securities Lending Activities for Closed-End Management Investment Companies
Not applicable.
Item 18.
Recovery of Erroneously Awarded Compensation
(a)
Not applicable.
(b)
Not applicable.
Item 19.
Exhibits
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Fidelity Aberdeen Street Trust
|
By: | /s/Laura M. Del Prato |
| Laura M. Del Prato |
| President and Treasurer (Principal Executive Officer) |
|
|
Date: | November 21, 2024 |
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.
|
By: | /s/Laura M. Del Prato |
| Laura M. Del Prato |
| President and Treasurer (Principal Executive Officer) |
|
|
Date: | November 21, 2024 |
|
By: | /s/Stephanie Caron |
| Stephanie Caron |
| Chief Financial Officer (Principal Financial Officer) |
|
|
Date: | November 21, 2024 |
