Fidelity Advisor Sust Trgt Dt 2030 Z (FSXFX)
| Fund Assets | 9.31M |
| Expense Ratio | 0.36% |
| Min. Investment | $0.00 |
| Turnover | 31.00% |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 2.08% |
| Dividend Growth | 38.25% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 12.30 |
| YTD Return | 8.01% |
| 1-Year Return | 12.77% |
| 5-Year Return | n/a |
| 52-Week Low | 10.60 |
| 52-Week High | 12.37 |
| Beta (5Y) | n/a |
| Holdings | 7 |
| Inception Date | May 11, 2023 |
About FSXFX
Fidelity Advisor Sustainable Target Date 2030 Fund Class Z is a target-date mutual fund designed for investors expecting to retire or begin withdrawing funds around the year 2030. The fund’s primary objective is to seek high current income, with capital appreciation as a secondary goal. It stands out for its focus on sustainable investing, allocating at least 80% of its assets to underlying Fidelity funds that either employ environmental, social, and governance (ESG) criteria or track ESG indices. Additionally, it may invest in government-related debt securities from issuers considered to have positive ESG characteristics, based on Fidelity’s proprietary research and third-party data. The fund’s asset allocation follows a “glide path,” which gradually becomes more conservative as 2030 approaches, shifting from equities toward bonds and other income-generating assets. This structure aims to balance growth and risk for investors nearing retirement. Fidelity Advisor Sustainable Target Date 2030 Fund Class Z is notable for its institutional share class structure, disciplined ESG integration, and role in helping investors align retirement planning with sustainability priorities.
Performance
FSXFX had a total return of 12.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.93%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
99.94% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 31.24% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 21.36% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 20.24% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 9.56% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 7.11% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 6.97% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 3.47% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.045 | May 12, 2025 |
| Dec 30, 2024 | $0.208 | Dec 31, 2024 |
| May 10, 2024 | $0.029 | May 13, 2024 |
| Dec 28, 2023 | $0.154 | Dec 29, 2023 |