Fidelity Advisor Sust Trgt Dt 2030 C (FSXCX)
| Fund Assets | 10.77M |
| Expense Ratio | 1.45% |
| Min. Investment | $0.00 |
| Turnover | 31.00% |
| Dividend (ttm) | 0.18 |
| Dividend Yield | 1.32% |
| Dividend Growth | 22.30% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 13.70 |
| YTD Return | 7.68% |
| 1-Year Return | 15.21% |
| 5-Year Return | n/a |
| 52-Week Low | 12.07 |
| 52-Week High | 13.89 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSXCX
Fidelity Advisor Sustainable Target Date 2030 Fund - Class C is a mutual fund designed to help investors prepare for retirement around the year 2030. This fund primarily serves individuals planning to retire in or near 2030, typically targeting an age range around 65. Its main purpose is to provide a professionally managed, diversified investment portfolio that gradually shifts its asset allocation from higher-risk growth assets, such as equities, to more conservative holdings, like bonds, as the target date approaches. A distinguishing feature is its sustainability focus: the fund invests largely in underlying funds selected based on environmental, social, and governance (ESG) criteria, using both proprietary and third-party data to evaluate the sustainability practices of issuers. Throughout its management, the fund follows a 'glide path,' systematically adjusting risk exposure to align with investor time horizons and retirement objectives. By integrating rigorous sustainability assessments and progressive allocation strategies, this fund offers a solution for investors seeking to balance long-term growth potential with responsible investing principles and evolving risk profiles as they near retirement.
Performance
FSXCX had a total return of 15.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.80%.
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 | $0.033 | May 18, 2026 |
| Dec 30, 2025 | $0.148 | Dec 31, 2025 |
| May 9, 2025 | $0.033 | May 12, 2025 |
| Dec 30, 2024 | $0.115 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.085 | Dec 29, 2023 |