Fidelity Advisor Sust Trgt Dt 2010 I (FSVGX)
| Fund Assets | 1.27M |
| Expense Ratio | 0.41% |
| Min. Investment | $0.00 |
| Turnover | 15.00% |
| Dividend (ttm) | 0.40 |
| Dividend Yield | 3.55% |
| Dividend Growth | 11.39% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 11.25 |
| YTD Return | 2.08% |
| 1-Year Return | 11.25% |
| 5-Year Return | n/a |
| 52-Week Low | 9.83 |
| 52-Week High | 11.28 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSVGX
Fidelity Advisor Sustainable Target Date 2010 Fund Class I is an actively managed target-date mutual fund designed for investors approaching or in retirement around the year 2010. Its primary function is to seek high current income, with capital appreciation as a secondary objective, by dynamically adjusting its asset allocation over time. The fund implements a sustainable investment strategy, integrating environmental, social, and governance (ESG) criteria into its portfolio selection process. This sustainable focus draws on Fidelity's proprietary ESG ratings and research, investing principally in sustainable building blocks to align with long-term societal and environmental goals. Serving as a solution for retirement planning, the fund gradually shifts from higher-risk growth assets to more conservative income-generating investments as it reaches and moves beyond the target retirement year. By combining targeted asset allocation with comprehensive sustainable investing principles, the fund plays a significant role for individuals seeking to balance retirement income needs with a commitment to responsible investing practices.
Performance
FSVGX had a total return of 11.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.99%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.87% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 39.78% |
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 16.28% |
| Fidelity Series Sustainable U.S. Market | FSUMX | 12.77% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 10.05% |
| Fidelity Series Treasury Bill Index | FHQFX | 5.57% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 5.08% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 4.93% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 3.30% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 2.12% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.354 | Dec 31, 2025 |
| May 9, 2025 | $0.047 | May 12, 2025 |
| Dec 30, 2024 | $0.271 | Dec 31, 2024 |
| May 10, 2024 | $0.089 | May 13, 2024 |
| Dec 28, 2023 | $0.235 | Dec 29, 2023 |