FSYEX Mutual Fund

NAV$11.80

Fund Essentials

Net Assets
$113,637.19
Expense Ratio
0.28%
Dividend Yield (Current)
0.98%
Holdings
8
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+7.19%
1 Year+14.08%

Asset Allocation

Cash: 46.07%
Other: 53.93%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.98%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FSYEX Mutual Fund Overview

FSYEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class Z6) is managed by Fidelity Investments (US) with $113,637.19 in net assets. FSYEX expense ratio is 0.28%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSYEX performance shows a YTD return of 7.19%. The 1-year return is 14.08%. FSYEX dividend yield stands at 0.98%, paid unspecified.

FSYEX top holdings include a diversified portfolio. View all FSYEX holdings, sector breakdown, or dividend history.

FSYEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSYEX alternatives are available via the screener, along with tax-loss harvesting opportunities.