FSXEX Mutual Fund

FSXEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2030 Fund Class I) is managed by Fidelity Investments (US) with $467,258.65 in net assets. FSXEX expense ratio is 0.45%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSXEX performance shows a YTD return of 6.96%. The 1-year return is 15.09%. FSXEX dividend yield stands at 2.15%, paid semi-annually.

FSXEX 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 FSXEX holdings, FSXEX sectors, or FSXEX dividends.

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