FSXCX Mutual Fund

NAV$13.65

Fund Essentials - as of Mar 31, 2026

Net Assets
$287,465.82
Expense Ratio
1.46%
Dividend Yield (Current)
1.07%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+7.96%
1 Year+15.67%
3 Year+11.91%

Asset Allocation

Cash: 31.82%
Other: 68.19%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund31.80%
FIGDXFidelity Series Sustainable Investment Grade Bond Fund22.70%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund18.35%
FEMYXFidelity Series Sustainable Emerging Markets Fund8.64%
FSTDXFidelity Series 5+ Year Inflation-Protected Bond Index Fund7.88%
Top 10 Concentration: 99.95%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.07%
Frequency
Semi-Annually

Peer Comparison

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

FSXCX Mutual Fund (Fidelity Advisor Sustainable Target Date 2030 Fund Class C) is managed by Fidelity Investments (US) with $287,465.82 in net assets. FSXCX expense ratio is 1.46%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.

FSXCX performance shows a YTD return of 7.96%. The 1-year return is 15.67%. FSXCX dividend yield stands at 1.07%, paid semi-annually.

FSXCX top holdings include Fidelity Series Sustainable U.S. Market Fund (31.8%), Fidelity Series Sustainable Investment Grade Bond Fund (22.7%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (18.4%), Fidelity Series Sustainable Emerging Markets Fund (8.6%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (7.9%). View all FSXCX holdings, sector breakdown, or dividend history.

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