FSXVX Mutual Fund

FSXVX Mutual Fund (Fidelity Sustainable Target Date 2040 Fund) is managed by Fidelity Investments (US). FSXVX expense ratio is 0.48%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSXVX performance shows a YTD return of 9.85%. The 1-year return is 20.34%. FSXVX dividend yield stands at 1.71%, paid semi-annually.

FSXVX top holdings include Fidelity Series Sustainable U.S. Market Fund (46.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (24.7%), Fidelity Series Sustainable Emerging Markets Fund (11.5%), Fidelity Series Sustainable Investment Grade Bond Fund (7.2%), Fidelity Series Long-Term Treasury Bond Index Fund (6.2%). Go to all FSXVX holdings, FSXVX sectors, or FSXVX dividends.

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