Fidelity Advisor Sust Trgt Dt 2035 I (FSXQX)
| Fund Assets | 9.20M |
| Expense Ratio | 0.48% |
| Min. Investment | $0.00 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.77% |
| Dividend Growth | 20.00% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 13.93 |
| YTD Return | 3.26% |
| 1-Year Return | 16.40% |
| 5-Year Return | n/a |
| 52-Week Low | 10.60 |
| 52-Week High | 14.01 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSXQX
Fidelity Advisor Sustainable Target Date 2035 Fund Class I is a target-date mutual fund designed to help investors prepare for retirement around the year 2035. Its primary function is to deliver a diversified investment strategy that gradually shifts from growth-oriented assets to more conservative holdings as the target retirement date approaches. One of its key distinguishing features is a focus on sustainability; the fund allocates investments into underlying Fidelity funds that demonstrate positive environmental, social, and governance (ESG) characteristics. This approach allows the fund to support responsible investing while seeking long-term capital growth. The fund typically invests across a broad range of sectors, including U.S. and international equities, sustainable investment-grade bonds, and inflation-protected securities, adjusting these allocations to reduce risk as the retirement date nears. With a competitive expense ratio and robust stewardship from Fidelity, it plays a notable role in the market for investors seeking a blend of retirement planning and sustainable investment principles. This fund is tailored to meet the needs of individuals, institutions, or plans aiming for retirement around 2035, integrating asset allocation and ESG priorities into a single investment solution.
Performance
FSXQX had a total return of 16.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.99%.
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 | $0.205 | Dec 31, 2025 |
| May 9, 2025 | $0.041 | May 12, 2025 |
| Dec 30, 2024 | $0.192 | Dec 31, 2024 |
| May 10, 2024 | $0.013 | May 13, 2024 |
| Dec 28, 2023 | $0.142 | Dec 29, 2023 |