FSUEX

Active

Fidelity Sustainable Target Date Retirement Fund

Category: Other (5,046 funds)

Expense Ratio

0.31%

Annual Cost per $10K

$31.00

30-Year Fee Drag per $10K

$6,346

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

-15.09%

Asset Allocation

US Equity

Intl Equity

13%

US Bond

65%

Intl Bond

Cash

Fee Comparison

FSUEX

0.31%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

69% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

-66.20%29 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FSUEX at 0.31%$348,884

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$31,728

Cost vs index fund−$28,540

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
FSUEX	Fidelity Sustainable Target Date Retirement Fund	0.31%	-15.09%	—	—
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
PIINX	PIMCO Income Fund	1.08%	+9.19%	+8.66%	+4.05%
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+6.72%	+6.55%	+0.85%
HIGFX	American High Income Trust	0.32%	+8.57%	+10.59%	+7.12%
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+5.36%	+5.27%	-0.83%
FAPIX	Fidelity Freedom Index Retirement Fund	0.05%	+8.00%	+7.91%	+3.18%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
FFFAX	Fidelity Freedom Retirement Fund	0.24%	+8.67%	+8.22%	+3.40%
FATUX	Fidelity Freedom Index 2010 Fund	0.04%	+8.71%	—	—
PTRAX	PIMCO Total Return Fund	0.76%	+6.87%	+6.36%	+0.01%
FNCFX	Franklin Income Fund	0.41%	+9.26%	+10.15%	+10.23%
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
ANBAX	American Funds Strategic Bond Fund	0.31%	+5.38%	+3.74%	-1.00%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+9.58%	+9.50%	+4.63%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	0.14%	+3.36%	+4.42%	-0.63%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
USHY	iShares Broad USD High Yield Corporate Bond ETF	0.15%	+8.26%	+10.15%	+5.43%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+5.71%	+5.73%	-1.36%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
SPSB	SPDR Portfolio Short Term Corporate Bond ETF	0.04%	+5.73%	+5.85%	+2.51%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+7.98%	+7.63%	+3.40%
VRP	Invesco Variable Rate Preferred ETF	0.50%	+7.56%	+8.62%	+5.19%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+10.13%	—	—
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
SPIB	SPDR Portfolio Intermediate Term Corporate Bond ETF	0.04%	+6.90%	+7.15%	+1.62%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
BBBMX	BBH Limited Duration Fund	0.35%	+5.63%	+6.69%	+4.01%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+8.23%	+8.13%	+1.09%
JHYUX	JPMorgan High Yield Fund	0.50%	+8.26%	+8.74%	+5.45%
PHYAX	PIMCO High Yield Fund	0.85%	+7.83%	+9.11%	+4.47%
JNK	SPDR(R) Bloomberg High Yield Bond ETF	0.40%	+8.58%	+9.85%	+4.80%
FFBCX	Fidelity Freedom Blend Retirement Fund	0.31%	+8.62%	+8.26%	—
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
FCNQX	Fidelity Conservative Income Bond Fund	0.45%	-4.56%	—	—
SPHY	SPDR Portfolio High Yield Bond ETF	0.05%	+8.60%	+10.27%	+5.85%
FSHNX	Fidelity Series High Income Fund	0.12%	+10.39%	+10.28%	+5.99%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+7.28%	+9.22%	+3.57%
FCSKX	Franklin Convertible Securities Fund	0.51%	+16.81%	+13.70%	+8.68%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
GGKPX	Goldman Sachs Income Builder Fund	0.48%	+10.00%	+11.07%	+8.02%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	0.30%	+7.49%	+8.94%	+5.93%
FIQVX	Fidelity Convertible Securities Fund	0.60%	+19.13%	+11.26%	+9.04%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
APDFX	Artisan High Income Fund	0.80%	+9.10%	+10.47%	+6.90%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
BSBSX	Baird Short-Term Bond Fund	0.55%	+5.23%	+5.38%	+2.09%
RBBAX	Columbia Income Builder Fund	0.97%	+9.43%	+9.04%	+4.46%
OSTIX	The Osterweis Strategic Income Fund	0.83%	+6.57%	+9.22%	+5.67%
PSPAX	PIMCO StocksPLUS Fund	1.10%	+18.65%	+21.50%	+15.76%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+5.80%	+5.84%	-0.01%
SJNK	SPDR Bloomberg Short Term High Yield Bond ETF	0.40%	+7.81%	+9.47%	+6.26%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+9.02%	+9.06%	+3.67%
PFIAX	PIMCO Low Duration Income Fund	1.21%	+8.83%	+8.12%	+4.32%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.89%	+9.49%	+5.83%
FSHGX	Fidelity SAI High Income Fund	0.71%	+9.82%	+10.06%	—
MNCWX	Pro-Blend Conservative Term Series	0.10%	+7.46%	+8.30%	+4.55%
OWCIX	Old Westbury Credit Income Fund	0.91%	+7.27%	+6.38%	+0.94%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
CWB	SPDR(R) Bloomberg Convertible Securities ETF	0.40%	+18.40%	+13.28%	+7.63%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+6.46%	+7.54%	+0.46%
BUBSX	Baird Ultra Short Bond Fund	0.40%	+4.66%	+5.21%	+3.07%
VAADX	Virtus Convertible Fund	0.62%	+22.71%	+13.03%	—
NTBAX	Navigator Tactical Fixed Income Fund	1.32%	+1.32%	+6.04%	+2.97%
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+5.36%	+6.49%	+1.57%
LFROX	Lord Abbett Floating Rate Fund	0.54%	+6.93%	+8.70%	+6.88%
ASADX	Short Duration Strategic Income Fund	0.32%	+5.83%	+5.78%	+2.67%
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
ACSKX	Short Duration Fund	0.31%	+4.50%	+4.08%	+1.34%
ACCBX	Invesco Corporate Bond Fund	0.41%	+3.66%	+4.66%	+0.44%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+20.28%	+22.41%	+16.13%
FAFAX	Fidelity Advisor Freedom Retirement Fund	0.46%	-14.57%	-37.94%	-44.32%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
IDPAX	Intermediate Duration Portfolio	0.28%	+2.40%	+4.61%	-0.84%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+8.06%	+8.71%	+4.03%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.91%	+5.73%	+3.01%
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+5.79%	+5.96%	+0.19%
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+11.61%	—	—
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
NRSIX	Neuberger Berman Strategic Income Fund	0.51%	+9.22%	+9.46%	+4.29%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
HYLB	Xtrackers USD High Yield Corporate Bond ETF	0.05%	+8.17%	+9.00%	+4.61%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+6.24%	+6.71%	+2.40%
FFTSX	Short-Term Bond Fund of America	0.35%	+5.04%	+4.14%	+1.76%
MHIKX	MFS High Income Fund	0.52%	+7.98%	+9.68%	+4.68%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%
NCIDX	Columbia Convertible Securities Fund	0.79%	—	—	—
MCOAX	NYLI MacKay Convertible Fund	0.94%	+14.39%	+9.56%	+8.73%
QHI2Q	VIP High Income Portfolio	0.91%	+10.29%	+9.51%	+4.87%

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