C000242514 Performance — Fidelity Sustainable Target Date 2055 Fund, Class Z6
Data updated: 2026-08-24
In the 12 months to Jun 2026 the fund took in a net $5.5M, and assets reached $16.59M.
C000242514 Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000242514 | Category average |
|---|---|---|
| Since data start (Jun 2023 – Mar 2024) | $120 | $116 |
C000242514 Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Mar) | +7.14% |
| 2023 (Jun–Dec) | +12.27% |
C000242514 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | −0.2% | +3.9% | +3.3% | — | — | — | — | — | — | — | — | — |
| 2023 | — | — | — | — | — | +5.2% | +3.1% | −2.8% | −4.4% | −3.0% | +8.8% | +5.4% |
C000242514 Risk
Risk measures from monthly returns over Jun 2023 – Mar 2024.
- Best month: +8.82% (Nov 2023)
- Worst month: −4.38% (Sep 2023)
C000242514 Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $5.5M
- 12-month gross sales (incl. reinvestments): $7.1M
- Sales ÷ redemptions: 4.41×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $841K | $182K | $659K |
| May 2026 | $944K | $98K | $846K |
| Apr 2026 | $584K | $90K | $495K |
| Mar 2026 | $728K | $117K | $611K |
| Feb 2026 | $674K | $72K | $601K |
| Jan 2026 | $560K | $364K | $196K |
| Dec 2025 | $714K | $55K | $660K |
| Nov 2025 | $505K | $138K | $368K |
| Oct 2025 | $350K | $151K | $199K |
| Sep 2025 | $471K | $128K | $343K |
| Aug 2025 | $252K | $73K | $179K |
| Jul 2025 | $483K | $142K | $340K |
C000242514 Assets Under Management
Net assets of Fidelity Sustainable Target Date 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $16.59M |
| 2026-03-31 | $12.62M |
| 2025-12-31 | $11.44M |
| 2025-09-30 | $10.01M |
| 2025-06-30 | $8.56M |
| 2025-03-31 | $6.35M |
| 2024-12-31 | $5.61M |
| 2024-09-30 | $5.25M |
| 2024-06-30 | $4.28M |
| 2024-03-31 | $2.97M |
| 2023-12-31 | $1.78M |
| 2023-09-30 | $1.40M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.