FSVUX Mutual Fund
FSVUX Mutual Fund
FSVUX Mutual Fund
Fidelity Advisor Sustainable Target Date 2015 Fund Class I
FSVUX Mutual Fund Overview
FSVUX Mutual Fund (Fidelity Advisor Sustainable Target Date 2015 Fund Class I) is managed by Fidelity Investments (US) with $120,508.67 in net assets. FSVUX expense ratio is 0.42%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSVUX performance shows a YTD return of 5.76%. The 1-year return is 9.79%. FSVUX dividend yield stands at 3.07%, paid semi-annually.
FSVUX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (31.9%), Fidelity Series Sustainable U.S. Market Fund (20.3%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (14.6%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (12.6%), Fidelity Series Sustainable Emerging Markets Fund (7.1%). Go to all FSVUX holdings, FSVUX sectors, or FSVUX dividends.
FSVUX can be compared against other funds. Use FSVUX overlap to find shared positions, or FSVUX vs another fund for a side-by-side view. FSVUX alternatives are available via the screener, along with tax-loss harvesting opportunities.