FSXBX Mutual Fund

FSXBX Mutual Fund (Fidelity Advisor Sustainable Target Date 2030 Fund Class A) is managed by Fidelity Investments (US) with $1.1M in net assets. FSXBX expense ratio is 0.70%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSXBX performance shows a YTD return of 6.80%. The 1-year return is 14.77%. FSXBX dividend yield stands at 1.79%, paid semi-annually.

FSXBX top holdings include Fidelity Series Sustainable U.S. Market Fund (31.8%), Fidelity Series Sustainable Investment Grade Bond Fund (22.7%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (18.4%), Fidelity Series Sustainable Emerging Markets Fund (8.6%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (7.9%). Go to all FSXBX holdings, FSXBX sectors, or FSXBX dividends.

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