FSYGX Mutual Fund

FSYGX Mutual Fund (Fidelity Sustainable Target Date 2040 Fund Class K6) is managed by Fidelity Investments (US). FSYGX expense ratio is 0.28%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSYGX performance shows a YTD return of 9.92%. The 1-year return is 20.50%. FSYGX dividend yield stands at 1.83%, paid semi-annually.

FSYGX 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 FSYGX holdings, FSYGX sectors, or FSYGX dividends.

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