Fidelity Sustainable Target Date 2030 (FSXAX)
| Fund Assets | 10.77M |
| Expense Ratio | 0.45% |
| Min. Investment | $0.00 |
| Turnover | 31.00% |
| Dividend (ttm) | 0.30 |
| Dividend Yield | 2.17% |
| Dividend Growth | 17.79% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 13.75 |
| YTD Return | 8.27% |
| 1-Year Return | 16.36% |
| 5-Year Return | n/a |
| 52-Week Low | 12.11 |
| 52-Week High | 13.94 |
| 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.
Performance
FSXAX had a total return of 16.36% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.24%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
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 |