Fidelity Advisor Sust Trgt Dt 2030 I (FSXEX)

Fund Assets	10.77M
Expense Ratio	0.45%
Min. Investment	$0.00
Turnover	31.00%
Dividend (ttm)	0.26
Dividend Yield	1.86%
Dividend Growth	20.83%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	14.05
YTD Return	9.73%
1-Year Return	15.44%
5-Year Return	n/a
52-Week Low	12.38
52-Week High	14.11
Beta (5Y)	n/a
Holdings	9
Inception Date	May 11, 2023

About FSXEX

Fidelity Advisor Sustainable Target Date 2030 Fund Class I is a target-date mutual fund designed for investors planning to retire or begin withdrawing assets around the year 2030. The fund primarily seeks to provide growth of capital and income by investing across a diversified portfolio of underlying Fidelity funds with a significant focus on environmental, social, and governance (ESG) factors. Asset allocation gradually becomes more conservative as the target year approaches, shifting from equities to a higher proportion of fixed-income and inflation-protected securities, aiming to reduce risk as retirement nears. Notable underlying investments include sustainable U.S. and non-U.S. equity and bond funds, as well as exposure to emerging markets and Treasury bonds, reflecting the fund’s commitment to sustainability-oriented strategies. This fund plays a key role in the retirement planning space by allowing investors to align their growth objectives and risk tolerance with projected retirement timing, while supporting companies and issuers that demonstrate positive ESG characteristics. The fund is managed by Fidelity Management & Research, leveraging the firm’s extensive research capabilities and disciplined asset allocation process.

• Fund Family: Fidelity
• Category: Target-Date 2030
• Stock Exchange: NASDAQ
• Ticker Symbol: FSXEX
• Share Class: Class I
• Index: Index is not provided by Management Company

Performance

FSXEX had a total return of 15.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.08%.

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%
FSXBX	Fidelity Advisor Sustainable Target Date 2030 Fund: Class A	0.70%

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	$0.238	Dec 31, 2025
May 9, 2025	$0.047	May 12, 2025
Dec 30, 2024	$0.200	Dec 31, 2024
May 10, 2024	$0.026	May 13, 2024
Dec 28, 2023	$0.150	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 27, 2026

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