FSXWX Mutual Fund
FSXWX Mutual Fund
Fidelity Advisor Sustainable Target Date 2040 Fund Class A
FSXWX Mutual Fund Overview
FSXWX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class A) is managed by Fidelity Investments (US) with $520,768.89 in net assets. FSXWX expense ratio is 0.73%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.
FSXWX performance shows a YTD return of 15.29%. The 1-year return is 26.60%. FSXWX dividend yield stands at 1.04%, paid semi-annually.
FSXWX 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 FSXWX holdings, sector breakdown, or dividend history.
FSXWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSXWX alternatives are available via the screener, along with tax-loss harvesting opportunities.