FSXGX Mutual Fund

FSXGX Mutual Fund

NAV$11.10
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Fund Essentials

Net Assets
$107,802.75
Expense Ratio
0.26%
Dividend Yield (Current)
1.65%
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+4.43%
1 Year+10.13%

Asset Allocation

Cash: 31.82%
Other: 68.19%
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Dividend Summary

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Dividend Yield (Current)
1.65%
Frequency
Unspecified

Peer Comparison

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

FSXGX Mutual Fund Overview

FSXGX Mutual Fund (Fidelity Advisor Sustainable Target Date 2030 Fund Class Z6) is managed by Fidelity Investments (US) with $107,802.75 in net assets. FSXGX expense ratio is 0.26%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSXGX performance shows a YTD return of 4.43%. The 1-year return is 10.13%. FSXGX dividend yield stands at 1.65%, paid unspecified.

FSXGX top holdings include a diversified portfolio. Go to all FSXGX holdings, FSXGX sectors, or FSXGX dividends.

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