Fidelity Advisor Sust Trgt Dt 2040 C (FSXYX)

Fund Assets	22.14M
Expense Ratio	1.42%
Min. Investment	$0.00
Turnover	26.00%
Dividend (ttm)	0.11
Dividend Yield	0.70%
Dividend Growth	41.56%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	15.55
YTD Return	10.09%
1-Year Return	13.32%
5-Year Return	n/a
52-Week Low	13.67
52-Week High	16.13
Beta (5Y)	n/a
Holdings	7
Inception Date	May 11, 2023

About FSXYX

Fidelity Advisor Sustainable Target Date 2040 Fund - Class C is a target-date mutual fund structured for individuals planning to retire around the year 2040. Its principal function is to offer high current income, with capital appreciation as a secondary goal, by dynamically allocating assets to a blend of underlying funds. A defining characteristic of this fund is its integration of sustainable investing principles: at least 80% of assets are invested in funds that either focus on issuers with proven or improving environmental, social, and governance (ESG) practices, track ESG indices, or hold U.S. and international government-related securities demonstrating positive ESG traits. The portfolio encompasses both equity and fixed income exposure, evolving its risk profile and asset mix to become more conservative as the target date approaches. This design aims to meet the long-term retirement needs of investors while supporting sustainable practices across global markets. The fund holds significance in the financial market by combining life-cycle investment management with a commitment to ESG criteria, reflecting the growing demand for retirement solutions that align with responsible investing values.

• Fund Family: Fidelity
• Category: Target-Date 2040
• Stock Exchange: Nasdaq
• Ticker Symbol: FSXYX
• Share Class: Class C
• Index: Index is not provided by Management Company

Performance

FSXYX had a total return of 13.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.38%.

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	$0.057	May 18, 2026
Dec 30, 2025	$0.109	Dec 31, 2025
May 9, 2025	$0.029	May 12, 2025
Dec 30, 2024	$0.092	Dec 31, 2024
May 10, 2024	$0.005	May 13, 2024
Dec 28, 2023	$0.040	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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