Fidelity Advisor Sust Trgt Dt 2040 Z (FSYDX)

Fund Assets	22.14M
Expense Ratio	0.391%
Min. Investment	$0.00
Turnover	26.00%
Dividend (ttm)	0.21
Dividend Yield	1.35%
Dividend Growth	21.59%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	15.80
YTD Return	11.07%
1-Year Return	14.65%
5-Year Return	n/a
52-Week Low	13.82
52-Week High	16.35
Beta (5Y)	n/a
Holdings	7
Inception Date	May 11, 2023

About FSYDX

Fidelity Advisor Sustainable Target Date 2035 Fund – Class Z is a multi-asset target-date mutual fund designed for investors planning to retire around 2035. It seeks a balanced path to long-term total return by dynamically shifting from growth-oriented assets toward a more income- and capital preservation–focused mix as the target date approaches. The strategy invests primarily in underlying Fidelity funds with a sustainable mandate, incorporating proprietary environmental, social, and governance research to inform security selection and asset allocation. The fund spans global equities, investment-grade and government bonds, and diversifying sectors to manage risk across market cycles. Built on Fidelity’s established target-date framework and asset allocation research, it applies a sustainability lens throughout the portfolio construction process, aiming to align retirement investing with responsible investment considerations. Class Z is an institutional share class within the Advisor lineup, complementing Class A, C, M, and I offerings in the same series.

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

Performance

FSYDX had a total return of 14.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.95%.

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%
FSYBX	Fidelity Advisor Sustainable Target Date 2040 Fund: Class I	0.48%
FSXWX	Fidelity Advisor Sustainable Target Date 2040 Fund: Class A	0.73%

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	$0.068	May 18, 2026
Dec 30, 2025	$0.205	Dec 31, 2025
May 9, 2025	$0.029	May 12, 2025
Dec 30, 2024	$0.191	Dec 31, 2024
May 10, 2024	$0.010	May 13, 2024
Dec 28, 2023	$0.112	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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