Fidelity Advisor Sust Trgt Dt 2035 M (FSXOX)
| Fund Assets | 9.20M |
| Expense Ratio | 0.98% |
| Min. Investment | $0.00 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.19 |
| Dividend Yield | 1.32% |
| Dividend Growth | 16.56% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 13.89 |
| YTD Return | -0.43% |
| 1-Year Return | 11.68% |
| 5-Year Return | n/a |
| 52-Week Low | 11.00 |
| 52-Week High | 14.47 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSXOX
Fidelity Advisor Sustainable Target Date 2035 Fund Class M is a mutual fund designed for investors planning to retire around the year 2035. This fund applies a target-date strategy, gradually shifting its allocation from higher-growth assets to more conservative, income-oriented investments as the 2035 retirement horizon approaches. A key characteristic is its commitment to sustainability: the fund incorporates environmental, social, and governance (ESG) criteria throughout the investment process, leveraging proprietary research and ratings from Fidelity to select securities with strong sustainability profiles. Its diversified portfolio focuses on assets that align with sustainable investing principles, seeking to reduce exposure to fossil fuels, deforestation, and other sectors with elevated ethical or climate risks. The fund stands out for integrating Fidelity’s robust retirement and asset allocation expertise with a differentiated ESG approach, aiming to meet the evolving needs of socially conscious retirement savers. As part of Fidelity’s Advisor series, the fund plays a significant role for those seeking a professionally managed, sustainability-forward investment vehicle tailored to long-term retirement planning.
Performance
FSXOX had a total return of 11.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.37%.
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 Series Sustainable U.S. Market | FSUMX | 37.82% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 21.91% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 14.71% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 9.96% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 7.83% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 3.27% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 2.90% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.57% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.158 | Dec 31, 2025 |
| May 9, 2025 | $0.032 | May 12, 2025 |
| Dec 30, 2024 | $0.158 | Dec 31, 2024 |
| May 10, 2024 | $0.005 | May 13, 2024 |
| Dec 28, 2023 | $0.109 | Dec 29, 2023 |