C000242529 Performance — Fidelity Sustainable Target Date 2065 Fund, Class Z6
Data updated: 2026-08-24
In the 12 months to Jun 2026 the fund took in a net $2.5M, and assets reached $8.55M.
C000242529 Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2065 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000242529 | Category average |
|---|---|---|
| Since data start (Jun 2023 – Mar 2024) | $120 | $116 |
C000242529 Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2065 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Mar) | +7.05% |
| 2023 (Jun–Dec) | +12.32% |
C000242529 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% | +3.8% | +3.3% | — | — | — | — | — | — | — | — | — |
| 2023 | — | — | — | — | — | +5.2% | +3.1% | −2.8% | −4.4% | −3.0% | +8.8% | +5.5% |
C000242529 Risk
Risk measures from monthly returns over Jun 2023 – Mar 2024.
- Best month: +8.82% (Nov 2023)
- Worst month: −4.38% (Sep 2023)
C000242529 Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2065 Fund, from SEC Form N-PORT.
- 12-month net flow: $2.5M
- 12-month gross sales (incl. reinvestments): $3.4M
- Sales ÷ redemptions: 3.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $351K | $120K | $231K |
| May 2026 | $314K | $70K | $244K |
| Apr 2026 | $282K | $120K | $162K |
| Mar 2026 | $383K | $128K | $256K |
| Feb 2026 | $335K | $78K | $257K |
| Jan 2026 | $370K | $31K | $339K |
| Dec 2025 | $299K | $71K | $228K |
| Nov 2025 | $181K | $53K | $127K |
| Oct 2025 | $169K | $93K | $75K |
| Sep 2025 | $307K | $44K | $263K |
| Aug 2025 | $185K | $17K | $168K |
| Jul 2025 | $223K | $41K | $182K |
C000242529 Assets Under Management
Net assets of Fidelity Sustainable Target Date 2065 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $8.55M |
| 2026-03-31 | $6.85M |
| 2025-12-31 | $6.12M |
| 2025-09-30 | $5.58M |
| 2025-06-30 | $4.64M |
| 2025-03-31 | $3.70M |
| 2024-12-31 | $3.18M |
| 2024-09-30 | $3.01M |
| 2024-06-30 | $2.48M |
| 2024-03-31 | $2.10M |
| 2023-12-31 | $1.46M |
| 2023-09-30 | $1.15M |
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.