FSYDX Mutual Fund
FSYDX Mutual Fund
Fidelity Advisor Sustainable Target Date 2040 Fund Class Z
FSYDX Mutual Fund Overview
FSYDX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class Z) is managed by Fidelity Investments (US) with $487,197.9 in net assets. FSYDX expense ratio is 0.38%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.
FSYDX performance shows a YTD return of 11.35%. The 1-year return is 22.50%. FSYDX dividend yield stands at 1.70%, paid semi-annually.
FSYDX 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%). View all FSYDX holdings, sector breakdown, or dividend history.
FSYDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSYDX alternatives are available via the screener, along with tax-loss harvesting opportunities.