FSXYX Mutual Fund
FSXYX Mutual Fund
FSXYX Mutual Fund
Fidelity Advisor Sustainable Target Date 2040 Fund Class C
FSXYX Mutual Fund Overview
FSXYX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class C) is managed by Fidelity Investments (US) with $275,865.74 in net assets. FSXYX expense ratio is 1.48%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSXYX performance shows a YTD return of 9.12%. The 1-year return is 19.07%. FSXYX dividend yield stands at 0.70%, paid semi-annually.
FSXYX 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 FSXYX holdings, FSXYX sectors, or FSXYX dividends.
FSXYX can be compared against other funds. Use FSXYX overlap to find shared positions, or FSXYX vs another fund for a side-by-side view. FSXYX alternatives are available via the screener, along with tax-loss harvesting opportunities.