FSYEX Mutual Fund

FSYEX Mutual Fund

NAV$11.80
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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%
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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

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. Go to all FSYEX holdings, FSYEX sectors, or FSYEX dividends.

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