FSYGX Mutual Fund
FSYGX Mutual Fund
Fidelity Sustainable Target Date 2040 Fund Class K6
FSYGX Mutual Fund Overview
FSYGX Mutual Fund (Fidelity Sustainable Target Date 2040 Fund Class K6) is managed by Fidelity Investments (US). FSYGX expense ratio is 0.28%, holding 8 positions across sectors including Unknown. Inception date: 2023-05-11.
FSYGX performance shows a YTD return of 11.45%. The 1-year return is 22.63%. FSYGX dividend yield stands at 1.80%, paid semi-annually.
FSYGX 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 FSYGX holdings, sector breakdown, or dividend history.
FSYGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSYGX alternatives are available via the screener, along with tax-loss harvesting opportunities.