Fidelity Sustainable Target Date 2030 (FSXAX)

Fund Assets	10.77M
Expense Ratio	0.45%
Min. Investment	$0.00
Turnover	31.00%
Dividend (ttm)	0.26
Dividend Yield	1.89%
Dividend Growth	18.47%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	14.02
YTD Return	9.75%
1-Year Return	15.40%
5-Year Return	n/a
52-Week Low	12.36
52-Week High	14.09
Beta (5Y)	n/a
Holdings	9
Inception Date	n/a

About FSXAX

Fidelity Sustainable Target Date 2030 Fund is a mutual fund designed to help investors prepare for retirement around the year 2030. As a target-date fund, its investment strategy and asset allocation shift over time, gradually becoming more conservative as its target date approaches. The fund’s principal aim is to deliver high total returns in the years leading up to 2030; after this date, its focus shifts toward generating high current income with a secondary emphasis on capital appreciation. This fund distinguishes itself by integrating sustainable investing principles, allocating assets primarily to underlying Fidelity funds that emphasize environmental, social, and governance (ESG) criteria. Its portfolio includes U.S. and international equities as well as fixed income securities, ensuring broad diversification across sectors and geographies. The fund's composition and glide path are designed to balance growth potential with risk management as investors approach retirement. Fidelity Sustainable Target Date 2030 Fund plays a critical role for individuals seeking a professionally managed, diversified investment solution that aligns with sustainability values while progressing toward a specified retirement year.

• Fund Family: Fidelity
• Category: Target-Date 2030
• Stock Exchange: NASDAQ
• Ticker Symbol: FSXAX

Performance

FSXAX had a total return of 15.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.11%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FSXJX	Class K6	0.25%
FSXHX	Class K	0.35%
FSXFX	Fidelity Advisor Sustainable Target Date 2030 Fund: Class Z	0.35%
FSXEX	Fidelity Advisor Sustainable Target Date 2030 Fund: Class I	0.45%

Top Holdings

99.94% of assets

Name	Symbol	Weight
Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund	n/a	31.80%
Fidelity Series Sustainable Invmt GrdBd	FIGDX	22.70%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	18.35%
Fidelity Series Sustainable Emerg Mkts	FEMYX	8.64%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	7.88%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	5.21%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	4.52%
Fidelity Series Treasury Bill Index	FHQFX	0.49%
Fidelity Salem Street Trust - FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND	n/a	0.36%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.058	May 18, 2026
Dec 30, 2025	$0.240	Dec 31, 2025
May 9, 2025	$0.043	May 12, 2025
Dec 30, 2024	$0.210	Dec 31, 2024
May 10, 2024	$0.029	May 13, 2024
Dec 28, 2023	$0.159	Dec 29, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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