FSXEX Mutual Fund
FSXEX Mutual Fund
Fidelity Advisor Sustainable Target Date 2030 Fund Class I
FSXEX Mutual Fund Overview
FSXEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2030 Fund Class I) is managed by Fidelity Investments (US) with $467,258.65 in net assets. FSXEX expense ratio is 0.46%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSXEX performance shows a YTD return of 8.44%. The 1-year return is 16.77%. FSXEX dividend yield stands at 2.12%, paid semi-annually.
FSXEX 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 FSXEX holdings, sector breakdown, or dividend history.
FSXEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSXEX alternatives are available via the screener, along with tax-loss harvesting opportunities.