Fidelity Sustainable Target Date 2030 K (FSXHX)
| 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 | 12.19 |
| 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 FSXHX
Fidelity Sustainable Target Date 2030 Fund - Class K is a mutual fund within the target-date fund category, designed primarily for individuals planning to retire around the year 2030. Its core purpose is to provide high current income, with capital appreciation as a secondary goal, by dynamically allocating assets across a diversified mix of underlying investments that are selected for their positive environmental, social, and governance (ESG) characteristics. The fund utilizes Fidelity's proprietary sustainable investment research and ESG ratings to guide investment choices, aiming to align long-term retirement savings with sustainable practices and values. As part of Fidelity’s broader suite of sustainable target date funds, this fund continuously adjusts its asset allocation, gradually shifting from growth-oriented investments to more conservative holdings as the 2030 target date approaches. It plays a significant role in the sustainable investment market by integrating responsible investing principles with time-based portfolio management, offering a solution tailored to environmentally and socially conscious retirement savers.
Performance
FSXHX 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 |