Fidelity Advisor Sust Trgt Dt 2035 Z (FSXRX)
| Fund Assets | 9.20M |
| Expense Ratio | 0.37% |
| Min. Investment | $0.00 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.29 |
| Dividend Yield | 2.00% |
| Dividend Growth | 12.79% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 14.57 |
| YTD Return | 9.36% |
| 1-Year Return | 18.37% |
| 5-Year Return | n/a |
| 52-Week Low | 12.61 |
| 52-Week High | 14.78 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSXRX
Fidelity Advisor Sustainable Target Date 2035 Fund Class Z is a target-date mutual fund designed to help investors plan for retirement around the year 2035. Its primary function is to seek a high total return until its target date, transitioning afterwards to a more conservative allocation to support income needs in retirement. The fund distinguishes itself by integrating environmental, social, and governance (ESG) criteria into its selection process, investing primarily in underlying Fidelity funds that exhibit positive ESG characteristics. Notably, this sustainable approach is supported by Fidelity’s proprietary ESG research and ratings, ensuring that sustainability factors are considered throughout the investment process. The fund uses a diversified allocation across asset classes and adjusts its risk profile gradually as the target date approaches. By combining responsible investing principles with a tailored retirement glide path, the fund plays a significant role for individuals aiming to align their long-term financial and ethical goals within the broader landscape of retirement planning solutions.
Performance
FSXRX had a total return of 18.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.12%.
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 | $0.068 | May 18, 2026 |
| Dec 30, 2025 | $0.223 | Dec 31, 2025 |
| May 9, 2025 | $0.047 | May 12, 2025 |
| Dec 30, 2024 | $0.211 | Dec 31, 2024 |
| May 10, 2024 | $0.022 | May 13, 2024 |
| Dec 28, 2023 | $0.148 | Dec 29, 2023 |