FSXUX Mutual Fund

FSXUX Mutual Fund

NAV$14.90
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.27%
Dividend Yield (Current)
1.98%
Holdings
8
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+8.02%
1 Year+17.08%
3 Year+13.39%

Asset Allocation

Cash: 36.77%
Other: 63.23%
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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund36.75%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund20.55%
FIGDXFidelity Series Sustainable Investment Grade Bond Fund18.72%
FEMYXFidelity Series Sustainable Emerging Markets Fund9.65%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund5.63%
Top 10 Concentration: 99.97%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.98%
Frequency
Semi-Annually

Peer Comparison

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

FSXUX Mutual Fund Overview

FSXUX Mutual Fund (Fidelity Sustainable Target Date 2035 Fund Class K6) is managed by Fidelity Investments (US). FSXUX expense ratio is 0.27%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSXUX performance shows a YTD return of 8.02%. The 1-year return is 17.08%. FSXUX dividend yield stands at 1.98%, paid semi-annually.

FSXUX top holdings include Fidelity Series Sustainable U.S. Market Fund (36.8%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (20.6%), Fidelity Series Sustainable Investment Grade Bond Fund (18.7%), Fidelity Series Sustainable Emerging Markets Fund (9.7%), Fidelity Series Long-Term Treasury Bond Index Fund (5.6%). Go to all FSXUX holdings, FSXUX sectors, or FSXUX dividends.

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