FSXWX Mutual Fund

FSXWX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class A) is managed by Fidelity Investments (US) with $520,768.89 in net assets. FSXWX expense ratio is 0.73%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSXWX performance shows a YTD return of 9.64%. The 1-year return is 19.95%. FSXWX dividend yield stands at 1.09%, paid semi-annually.

FSXWX 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 FSXWX holdings, FSXWX sectors, or FSXWX dividends.

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