FSXZX Mutual Fund

FSXZX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class M) is managed by Fidelity Investments (US) with $469,439.49 in net assets. FSXZX expense ratio is 0.98%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSXZX performance shows a YTD return of 9.45%. The 1-year return is 19.63%. FSXZX dividend yield stands at 1.07%, paid semi-annually.

FSXZX 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 FSXZX holdings, FSXZX sectors, or FSXZX dividends.

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