Fidelity Sustainable Target Date 2040 K6 (FSYGX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
12.97
+0.04 (0.31%)
Jun 6, 2025, 4:00 PM EDT
8.72% (1Y)
| Fund Assets | 4.95M |
| Expense Ratio | 0.29% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.23 |
| Dividend Yield | 1.80% |
| Dividend Growth | 71.32% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 12.93 |
| YTD Return | 6.93% |
| 1-Year Return | 12.61% |
| 5-Year Return | n/a |
| 52-Week Low | 10.97 |
| 52-Week High | 12.97 |
| Beta (5Y) | n/a |
| Holdings | 7 |
| Inception Date | May 11, 2023 |
About FSYGX
The Fidelity Sustainable Target Date 2040 K6 (FSYGX) seeks to achieve its objective by investing in underlying Fidelity funds that the Adviser believes have positive ESG characteristics.
Fund Family Fidelity
Category Target-Date 2040
Stock Exchange NASDAQ
Ticker Symbol FSYGX
Share Class Class K6
Index Index is not provided by Management Company
Performance
FSYGX had a total return of 12.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.65%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.00% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 45.51% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 27.45% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.53% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 7.73% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 4.47% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 1.42% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 0.89% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.031 | May 12, 2025 |
| Dec 30, 2024 | $0.202 | Dec 31, 2024 |
| May 10, 2024 | $0.017 | May 13, 2024 |
| Dec 28, 2023 | $0.119 | Dec 29, 2023 |