About FSXWX
Fidelity Advisor Sustainable Target Date 2040 Fund Class A is a target-date mutual fund designed for investors planning to retire around 2040. It pursues a high total return prior to the target date and shifts toward seeking higher current income thereafter, using a glide path that gradually reduces equity exposure as the retirement year approaches. The strategy invests primarily in underlying Fidelity funds with positive environmental, social, and governance characteristics, aligning asset allocation to sustainability screens while maintaining broad diversification across U.S., international developed, and emerging markets, as well as U.S. Treasuries, investment‑grade bonds, Treasury bills, and inflation‑protected securities. Positioned in the Target-Date 2040 category, the fund serves as an all‑in‑one, professionally managed allocation solution that evolves over time, aiming to balance growth needs with risk management as retirement nears. The share class structure provides access for advisory platforms, with published expense metrics and distributions typical of target-date offerings, and the product is part of Fidelity’s broader sustainable lifecycle suite.
Fund Family Fidelity
Category Target-Date 2040
Stock Exchange Nasdaq
Ticker Symbol FSXWX
Share Class Class A
Index Index is not provided by Management Company
FSXWX had a total return of 13.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.30%.
