Fossil fuel companiesare fueling the climate crisis.


Fidelity Sustainable Target Date 2050 Fund

Shareclass
Fidelity Sustainable Target Date 2050 (FSYWX)
Type
Open-end mutual fund
Target date
Fidelity Sustainable Target Date Series
Sustainability mandate
Fossil fuel exposure of 6.9% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Shell PLC ADR (Representing - Ordinary Shares)
Carbon Underground 200Top 200 carbon reserves
$22,829
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$19,966
Woodside Energy Group Ltd
Carbon Underground 200Top 200 carbon reserves
$7,098
Imperial Oil Ltd
Carbon Underground 200Top 200 carbon reserves
$7,039
Occidental Petroleum Corp
Carbon Underground 200Top 200 carbon reserves
$6,341
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$5,284
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
35
holdings
$119,441
invested
2.22%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
3
holdings
$6,142
invested
0.11%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
90
holdings
$325,785
invested
6.06%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
24
holdings
$75,032
invested
1.4%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
106 holdings
106 holdings
  • 1. Reliance Industries Ltd GDR - 144A
    Oil/gas industry
    $34,032
    0.63%
  • 2. Shell PLC ADR (Representing - Ordinary Shares)
    Carbon Underground 200Oil/gas industry
    $22,829
    0.42%
  • 3. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $19,966
    0.37%
  • 4. Mitsubishi Heavy Industries Ltd
    Oil/gas industry
    $15,031
    0.28%
  • 5. ITOCHU Corp
    Oil/gas industryFossil-fired utility
    $13,208
    0.25%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Fidelity Sustainable Target Date 2050 Fund $FSYWX is 6.9% ($371,099) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on FSYWX at Morningstar.com
Current fund
FSYWX
Fidelity Sustainable Target Date 2050 Fund
Family
Fidelity Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-7.47% less in annualized returns
Less invested in fossil fuels 
1.36% less invested
Higher fossil finance risk score 
3 points higher
Lower fossil insurance risk score 
8 points lower
Less invested in Clean200 
6.24% less invested
Current fund
FSYWX
Fidelity Sustainable Target Date 2050 Fund
Family
Fidelity Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-7.47% less in annualized returns
Less invested in fossil fuels 
1.36% less invested
Higher fossil finance risk score 
3 points higher
Lower fossil insurance risk score 
8 points lower
Less invested in Clean200 
6.24% less invested
Current fund
FSYWX
Fidelity Sustainable Target Date 2050 Fund
Family
Fidelity Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-7.47% less in annualized returns
Less invested in fossil fuels 
1.36% less invested
Higher fossil finance risk score 
3 points higher
Lower fossil insurance risk score 
8 points lower
Less invested in Clean200 
6.24% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
FSYWX - Fidelity Sustainable Target Date 2050 Fund
29%
/
/
/
6.9% 
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
8.26% 
Fund compared to benchmark
 
-7.47%
/
/
/
1.36%  lower
Find more financial data on FSYWX at Morningstar.com
What's next?
Learn how to make a change and move your money
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Ask your employer about fossil free options for your retirement plan
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