Fidelity Advisor Sust Trgt Dt 2030 Z (FSXFX)

Fund Assets	10.77M
Expense Ratio	0.34%
Min. Investment	$0.00
Turnover	31.00%
Dividend (ttm)	0.27
Dividend Yield	1.98%
Dividend Growth	22.07%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	13.75
YTD Return	6.85%
1-Year Return	9.22%
5-Year Return	n/a
52-Week Low	12.51
52-Week High	14.13
Beta (5Y)	n/a
Holdings	8
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.

• Fund Family: Fidelity
• Category: Target-Date 2030
• Stock Exchange: Nasdaq
• Ticker Symbol: FSXFX
• Share Class: Class Z
• Index: Index is not provided by Management Company

Performance

FSXFX had a total return of 9.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.71%.

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%
FSXEX	Fidelity Advisor Sustainable Target Date 2030 Fund: Class I	0.45%
FSXBX	Fidelity Advisor Sustainable Target Date 2030 Fund: Class A	0.70%

Top Holdings

99.95% of assets

Name	Symbol	Weight
Fidelity Series Sustainable U.S. Market	FSUMX	32.34%
Fidelity Series Sustainable Invmt GrdBd	FIGDX	20.88%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	18.34%
Fidelity Series Sustainable Emerg Mkts	FEMYX	10.31%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	7.74%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	5.37%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	4.41%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx	FSTZX	0.54%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.060	May 18, 2026
Dec 30, 2025	$0.246	Dec 31, 2025
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

Data Sources: Tiingo, Alpha Vantage, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Alpha Vantage. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

Data Sources Report a data error