FSVUX Mutual Fund

FSVUX Mutual Fund (Fidelity Advisor Sustainable Target Date 2015 Fund Class I) is managed by Fidelity Investments (US) with $121,898.64 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 4.63%. The 1-year return is 10.59%. FSVUX dividend yield stands at 3.10%, paid semi-annually.

FSVUX 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 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.