FSVTX Mutual Fund

FSVTX Mutual Fund (Fidelity Advisor Sustainable Target Date 2015 Fund Class M) is managed by Fidelity Investments (US) with $121,534.25 in net assets. FSVTX expense ratio is 0.92%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSVTX performance shows a YTD return of 4.24%. The 1-year return is 9.98%. FSVTX dividend yield stands at 2.64%, paid semi-annually.

FSVTX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (35.8%), Fidelity Series Sustainable U.S. Market Fund (18.3%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (13.2%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (12.1%), Fidelity Series Sustainable Emerging Markets Fund (6.0%). Go to all FSVTX holdings, FSVTX sectors, or FSVTX dividends.

FSVTX can be compared against other funds. Use FSVTX overlap to find shared positions, or FSVTX vs another fund for a side-by-side view. FSVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.