FSXHX Mutual Fund

FSXHX Mutual Fund

NAV$14.07
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.35%
Dividend Yield (Current)
2.17%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+6.96%
1 Year+15.09%
3 Year+11.87%

Asset Allocation

Cash: 31.82%
Other: 68.19%
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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund31.80%
FIGDXFidelity Series Sustainable Investment Grade Bond Fund22.70%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund18.35%
FEMYXFidelity Series Sustainable Emerging Markets Fund8.64%
FSTDXFidelity Series 5+ Year Inflation-Protected Bond Index Fund7.88%
Top 10 Concentration: 99.95%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.17%
Frequency
Semi-Annually

Peer Comparison

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

FSXHX Mutual Fund Overview

FSXHX Mutual Fund (Fidelity Sustainable Target Date 2030 Fund Class K) is managed by Fidelity Investments (US). FSXHX expense ratio is 0.35%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSXHX performance shows a YTD return of 6.96%. The 1-year return is 15.09%. FSXHX dividend yield stands at 2.17%, paid semi-annually.

FSXHX 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 FSXHX holdings, FSXHX sectors, or FSXHX dividends.

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