Fidelity Sustainable Target Date 2035 K (FSXTX)
| Fund Assets | 9.20M |
| Expense Ratio | 0.37% |
| Min. Investment | $0.00 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.29 |
| Dividend Yield | 1.97% |
| Dividend Growth | 12.55% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 14.58 |
| YTD Return | 9.40% |
| 1-Year Return | 18.32% |
| 5-Year Return | n/a |
| 52-Week Low | 12.61 |
| 52-Week High | 14.79 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSXTX
Fidelity Sustainable Target Date 2035 Fund - Class K is a target-date mutual fund designed to help investors plan for retirement around the year 2035. Its core purpose is to seek high total return up to its target retirement date, thereafter shifting its emphasis to high current income and, secondarily, capital appreciation. The fund is structured as a 'fund of funds,' investing at least 80% of its assets in underlying Fidelity funds that adhere to sustainable investing principles, such as environmental, social, and governance (ESG) criteria. This approach aims to balance long-term growth with responsible investment practices. Over time, the fund’s asset allocation automatically adjusts, gradually reducing exposure to equities and increasing allocations to fixed income and other conservative assets as the target date approaches, aligning with prudent retirement planning strategies. Fidelity Sustainable Target Date 2035 Fund - Class K plays a critical role in the marketplace for individuals and institutions seeking a professionally managed, diversified portfolio that integrates sustainability considerations into retirement investing.
Performance
FSXTX had a total return of 18.32% 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 | $0.073 | May 18, 2026 |
| Dec 30, 2025 | $0.214 | Dec 31, 2025 |
| May 9, 2025 | $0.044 | 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 |