FSYFX Mutual Fund

FSYFX Mutual Fund (Fidelity Sustainable Target Date 2040 Fund Class K) is managed by Fidelity Investments (US). FSYFX expense ratio is 0.38%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSYFX performance shows a YTD return of 9.82%. The 1-year return is 20.35%. FSYFX dividend yield stands at 1.71%, paid semi-annually.

FSYFX 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 FSYFX holdings, FSYFX sectors, or FSYFX dividends.

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