Fidelity Advisor Sust Trgt Dt 2035 A (FSXLX)
| Fund Assets | 9.20M |
| Expense Ratio | 0.72% |
| Min. Investment | $0.00 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.24 |
| Dividend Yield | 1.55% |
| Dividend Growth | 7.62% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 14.55 |
| YTD Return | 9.15% |
| 1-Year Return | 17.89% |
| 5-Year Return | n/a |
| 52-Week Low | 12.58 |
| 52-Week High | 14.76 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSXLX
Fidelity Advisor Sustainable Target Date 2035 Fund Class A is a target-date mutual fund designed for investors planning to retire around the year 2035. Its primary function is to seek high current income and, as a secondary objective, capital appreciation by strategically allocating assets among a diversified mix of underlying funds. This fund invests at least 80% of its assets in underlying portfolios that adhere to environmental, social, and governance (ESG) criteria, emphasizing sustainable investment practices. It is structured to automatically adjust its asset allocation over time—shifting from a growth-oriented mix of equities to a more conservative allocation as the target date approaches, helping to manage risk as investors near retirement. By focusing on sustainability, the fund aims to support sectors and companies with responsible business practices while also providing diversified exposure across global markets. The fund plays a significant role for investors seeking a managed, sustainable solution for retirement planning, aligning investment objectives with values-oriented strategies in the broader financial landscape.
Performance
FSXLX had a total return of 17.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.64%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.95% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 36.75% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 20.55% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 18.72% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 9.65% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 5.63% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 4.33% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 3.85% |
| Fidelity Series Treasury Bill Index | FHQFX | 0.49% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.049 | May 18, 2026 |
| Dec 30, 2025 | $0.191 | Dec 31, 2025 |
| May 9, 2025 | $0.032 | May 12, 2025 |
| Dec 30, 2024 | $0.191 | Dec 31, 2024 |
| May 10, 2024 | $0.013 | May 13, 2024 |
| Dec 28, 2023 | $0.127 | Dec 29, 2023 |