FSYBX Mutual Fund

FSYBX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class I) is managed by Fidelity Investments (US) with $210,980.27 in net assets. FSYBX expense ratio is 0.48%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSYBX performance shows a YTD return of 9.80%. The 1-year return is 20.26%. FSYBX dividend yield stands at 1.63%, paid semi-annually.

FSYBX 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 FSYBX holdings, FSYBX sectors, or FSYBX dividends.

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