FSXWX Mutual Fund

NAV$15.73

Fund Essentials - as of Mar 31, 2026

Net Assets
$520,768.89
Expense Ratio
0.73%
Dividend Yield (Current)
1.04%
Holdings
8
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+15.29%
1 Year+26.60%
3 Year+18.11%

Asset Allocation

Cash: 46.07%
Other: 53.93%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund46.07%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund24.67%
FEMYXFidelity Series Sustainable Emerging Markets Fund11.52%
FIGDXFidelity Series Sustainable Investment Grade Bond Fund7.18%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund6.16%
Top 10 Concentration: 99.99%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.04%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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.