FSYFX Mutual Fund
FSYFX Mutual Fund
Fidelity Sustainable Target Date 2040 Fund Class K
FSYFX Mutual Fund Overview
FSYFX Mutual Fund (Fidelity Sustainable Target Date 2040 Fund Class K) is managed by Fidelity Investments (US). FSYFX expense ratio is 0.38%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.
FSYFX performance shows a YTD return of 11.35%. The 1-year return is 22.48%. FSYFX dividend yield stands at 1.69%, paid semi-annually.
FSYFX 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 FSYFX holdings, sector breakdown, or dividend history.
FSYFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSYFX alternatives are available via the screener, along with tax-loss harvesting opportunities.