FSXZX Mutual Fund
FSXZX Mutual Fund
Fidelity Advisor Sustainable Target Date 2040 Fund Class M
FSXZX Mutual Fund Overview
FSXZX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class M) is managed by Fidelity Investments (US) with $469,439.49 in net assets. FSXZX expense ratio is 0.98%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.
FSXZX performance shows a YTD return of -1.93%. The 1-year return is 7.60%. FSXZX dividend yield stands at 1.20%, paid semi-annually.
FSXZX 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 FSXZX holdings, sector breakdown, or dividend history.
FSXZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSXZX alternatives are available via the screener, along with tax-loss harvesting opportunities.