Fidelity Advisor Sust Trgt Dt 2040 Z (FSYDX)
| Fund Assets | 13.65M |
| Expense Ratio | 0.38% |
| Min. Investment | $0.00 |
| Turnover | 26.00% |
| Dividend (ttm) | 0.27 |
| Dividend Yield | 1.72% |
| Dividend Growth | 24.09% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 15.82 |
| YTD Return | 10.65% |
| 1-Year Return | 21.17% |
| 5-Year Return | n/a |
| 52-Week Low | 13.26 |
| 52-Week High | 16.07 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| 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.
Performance
FSYDX had a total return of 21.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.41%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.99% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 46.07% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 24.67% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 11.52% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 7.18% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 6.16% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 2.46% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 1.46% |
| Fidelity Series Treasury Bill Index | FHQFX | 0.47% |
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 |