FSVYX Mutual Fund

FSVYX Mutual Fund

NAV$10.49

Fund Essentials

Net Assets
$103,181.81
Expense Ratio
0.22%
Dividend Yield (Current)
2.54%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+2.45%
1 Year+6.89%

Asset Allocation

Cash: 18.28%
Other: 81.72%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.54%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FSVYX Mutual Fund Overview

FSVYX Mutual Fund (Fidelity Advisor Sustainable Target Date 2015 Fund Class Z6) is managed by Fidelity Investments (US) with $103,181.81 in net assets. FSVYX expense ratio is 0.22%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSVYX performance shows a YTD return of 2.45%. The 1-year return is 6.89%. FSVYX dividend yield stands at 2.54%, paid unspecified.

FSVYX top holdings include a diversified portfolio. View all FSVYX holdings, sector breakdown, or dividend history.

FSVYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.