FSYDX Mutual Fund
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 $480,554.52 in net assets. FSYDX expense ratio is 0.38%, holding 7 positions across various sectors. Inception date: 2023-05-11.
FSYDX performance shows a YTD return of 12.25%. The 1-year return is 20.42%. FSYDX dividend yield stands at 1.69%, paid semi-annually.
FSYDX top holdings include Fidelity Series Sustainable U.S. Market Fund (46.5%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (24.5%), Fidelity Series Sustainable Emerging Markets Fund (12.7%), Fidelity Series Long-Term Treasury Bond Index Fund (7.2%), Fidelity Series Sustainable Investment Grade Bond Fund (5.5%). Go to all FSYDX holdings, FSYDX sectors, or FSYDX dividends.
FSYDX can be compared against other funds. Use FSYDX overlap to find shared positions, or FSYDX vs another fund for a side-by-side view. FSYDX alternatives are available via the screener, along with tax-loss harvesting opportunities.