Fidelity Advisor Sust Trgt Dt 2035 C (FSXNX)
| Fund Assets | 9.20M |
| Expense Ratio | 1.47% |
| Min. Investment | $0.00 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.16 |
| Dividend Yield | 1.11% |
| Dividend Growth | 14.29% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 14.47 |
| YTD Return | 8.67% |
| 1-Year Return | 17.03% |
| 5-Year Return | n/a |
| 52-Week Low | 12.53 |
| 52-Week High | 14.68 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSXNX
Fidelity Advisor Sustainable Target Date 2035 Fund – Class C is a target-date mutual fund designed to help investors prepare for retirement around the year 2035. The fund's primary objective is to achieve high total return until its target retirement date, after which its focus shifts to seeking high current income, with capital appreciation as a secondary goal. It invests in a diversified portfolio composed mainly of underlying Fidelity funds that emphasize positive environmental, social, and governance (ESG) characteristics. Its asset allocation gradually becomes more conservative as the target date approaches, reflecting the changing risk tolerance and income needs of investors nearing retirement. This fund is notable for its integration of sustainability criteria into the investment process, targeting sectors and markets that adhere to responsible business practices. The portfolio includes U.S., non-U.S. developed, and emerging markets equity funds, alongside various fixed income holdings such as investment-grade bonds and treasury securities. By offering a streamlined approach to long-term retirement investing with embedded ESG standards, the fund plays a significant role in the market for socially responsible retirement solutions. Its semi-annual dividend payout and open structure further enhance accessibility for individuals seeking managed, sustainable growth aligned with their retirement horizon.
Performance
FSXNX had a total return of 17.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.54%.
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 | $0.042 | May 18, 2026 |
| Dec 30, 2025 | $0.118 | Dec 31, 2025 |
| May 9, 2025 | $0.025 | May 12, 2025 |
| Dec 30, 2024 | $0.115 | Dec 31, 2024 |
| May 10, 2024 | $0.004 | May 13, 2024 |
| Dec 28, 2023 | $0.077 | Dec 29, 2023 |