Fidelity Advisor Sustainable Target Date 2030 Fund - Class A (FSXBX)
| Fund Assets | 10.77M |
| Expense Ratio | 0.70% |
| Min. Investment | $0.00 |
| Turnover | 31.00% |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.70% |
| Dividend Growth | 7.46% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 13.89 |
| YTD Return | 6.21% |
| 1-Year Return | 16.57% |
| 5-Year Return | n/a |
| 52-Week Low | 11.85 |
| 52-Week High | 13.93 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSXBX
Fidelity Advisor Sustainable Target Date 2030 Fund Class A is a target-date mutual fund designed to help investors prepare for retirement around the year 2030. The fund takes a diversified approach by investing in a mix of underlying Fidelity funds that emphasize positive environmental, social, and governance (ESG) characteristics, reflecting a commitment to sustainable investment principles. As retirement approaches, the fund’s asset allocation shifts gradually to reduce risk, moving from a higher allocation to equities toward more conservative holdings such as bonds. This glide path aims to balance growth potential in earlier years with increased stability closer to the target date. The fund appeals to individuals seeking a single investment solution for retirement planning with built-in professional management and a sustainability focus. It plays a significant role in the growing market for responsible investment products, serving investors who wish to align long-term financial goals with sustainability considerations in sectors ranging from technology and healthcare to global infrastructure.
Performance
FSXBX had a total return of 16.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.71%.
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 Investment Grade Bond Fund | FIGDX | 22.70% |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | FNDMX | 18.35% |
| Fidelity Series Sustainable Emerging Markets Fund | FEMYX | 8.64% |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | FSTDX | 7.88% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 5.21% |
| Fidelity Series International Developed Markets Bond Index Fund | FSTQX | 4.52% |
| Fidelity Series Treasury Bill Index Fund | 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 | $0.046 | May 18, 2026 |
| Dec 30, 2025 | $0.199 | Dec 31, 2025 |
| May 9, 2025 | $0.033 | May 12, 2025 |
| Dec 30, 2024 | $0.195 | Dec 31, 2024 |
| May 10, 2024 | $0.025 | May 13, 2024 |
| Dec 28, 2023 | $0.144 | Dec 29, 2023 |