Fidelity Sustainable Target Date 2040 (FSXVX)

Fund Assets	13.65M
Expense Ratio	0.491%
Min. Investment	$0.00
Turnover	26.00%
Dividend (ttm)	0.21
Dividend Yield	1.33%
Dividend Growth	19.32%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	15.73
YTD Return	10.96%
1-Year Return	14.52%
5-Year Return	n/a
52-Week Low	13.76
52-Week High	16.29
Beta (5Y)	n/a
Holdings	7
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.

• Fund Family: Fidelity
• Category: Target-Date 2040
• Stock Exchange: Nasdaq
• Ticker Symbol: FSXVX

Performance

FSXVX had a total return of 14.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.83%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FSYGX	Class K6	0.28%
FSYFX	Class K	0.38%
FSYDX	Fidelity Advisor Sustainable Target Date 2040 Fund: Class Z	0.38%
FSYBX	Fidelity Advisor Sustainable Target Date 2040 Fund: Class I	0.48%

Top Holdings

Name	Symbol	Weight
Fidelity Series Sustainable U.S. Market	FSUMX	45.85%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	24.36%
Fidelity Series Sustainable Emerg Mkts	FEMYX	13.39%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	6.34%
Fidelity Series Sustainable Invmt GrdBd	FIGDX	6.12%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	2.54%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	1.38%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.067	May 18, 2026
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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