Fidelity Sustainable Target Date 2040 (FSXVX)
| Fund Assets | 13.65M |
| Expense Ratio | 0.49% |
| Min. Investment | $0.00 |
| Turnover | 26.00% |
| Dividend (ttm) | 0.23 |
| Dividend Yield | 1.56% |
| Dividend Growth | 13.79% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 14.83 |
| YTD Return | 3.56% |
| 1-Year Return | 18.52% |
| 5-Year Return | n/a |
| 52-Week Low | 10.76 |
| 52-Week High | 14.95 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | n/a |
About FSXVX
Fidelity Sustainable Target Date 2040 Fund is a target-date mutual fund designed to help investors save for retirement with an intended retirement year of 2040. Its primary function is to provide a diversified investment solution that automatically adjusts its asset allocation over time, moving from a growth-oriented portfolio to a more conservative, income-focused mix as the target date approaches. The fund stands out by integrating environmental, social, and governance (ESG) criteria into its underlying investments, emphasizing sustainability alongside traditional financial considerations. The fund invests mainly in a diversified mix of Fidelity-managed sustainable equity and fixed income funds, with exposures ranging across U.S., developed international, and emerging markets, both in stocks and bonds. A significant portion is allocated to sustainable U.S. equities and international developed markets, with smaller allocations to emerging markets and investment-grade sustainable bonds. This approach seeks to balance growth and risk management while maintaining a focus on responsible investing. Fidelity Sustainable Target Date 2040 Fund plays a significant role for investors considering ESG factors in their long-term retirement planning, exemplifying a blend of strategic asset allocation and sustainable investing principles.
Performance
FSXVX had a total return of 18.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.16%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 46.70% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 26.03% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 11.76% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 7.89% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 3.38% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.60% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 1.34% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 1.29% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.202 | Dec 31, 2025 |
| May 9, 2025 | $0.029 | May 12, 2025 |
| Dec 30, 2024 | $0.191 | Dec 31, 2024 |
| May 10, 2024 | $0.012 | May 13, 2024 |
| Dec 28, 2023 | $0.121 | Dec 29, 2023 |