FSYBX Mutual Fund
FSYBX Mutual Fund
Fidelity Advisor Sustainable Target Date 2040 Fund Class I
FSYBX Mutual Fund Overview
FSYBX Mutual Fund (Fidelity Advisor Sustainable Target Date 2040 Fund Class I) is managed by Fidelity Investments (US) with $210,980.27 in net assets. FSYBX expense ratio is 0.48%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.
FSYBX performance shows a YTD return of 11.33%. The 1-year return is 22.39%. FSYBX dividend yield stands at 1.61%, paid semi-annually.
FSYBX 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 FSYBX holdings, sector breakdown, or dividend history.
FSYBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.