FSXVX Mutual Fund (Fidelity Sustainable Target Date 2040 Fund) is managed by Fidelity Investments (US). FSXVX expense ratio is 0.48%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.

FSXVX performance shows a YTD return of 11.32%. The 1-year return is 22.40%. FSXVX dividend yield stands at 1.69%, paid semi-annually.

FSXVX 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%). View all FSXVX holdings, sector breakdown, or dividend history.

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