FSVUX Mutual Fund
FSVUX Mutual Fund
Fidelity Advisor Sustainable Target Date 2015 Fund Class I
FSVUX Mutual Fund Overview
FSVUX Mutual Fund (Fidelity Advisor Sustainable Target Date 2015 Fund Class I) is managed by Fidelity Investments (US) with $121,898.64 in net assets. FSVUX expense ratio is 0.42%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSVUX performance shows a YTD return of 5.85%. The 1-year return is 11.88%. FSVUX dividend yield stands at 3.06%, paid semi-annually.
FSVUX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (35.8%), Fidelity Series Sustainable U.S. Market Fund (18.3%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (13.2%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (12.1%), Fidelity Series Sustainable Emerging Markets Fund (6.0%). View all FSVUX holdings, sector breakdown, or dividend history.
FSVUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSVUX alternatives are available via the screener, along with tax-loss harvesting opportunities.