Fidelity Sustainable Target Date 2040 K6 (FSYGX)
| Fund Assets | 13.65M |
| Expense Ratio | 0.29% |
| Min. Investment | $0.00 |
| Turnover | 26.00% |
| Dividend (ttm) | 0.23 |
| Dividend Yield | 1.62% |
| Dividend Growth | 71.32% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.30 |
| YTD Return | 18.55% |
| 1-Year Return | 18.96% |
| 5-Year Return | n/a |
| 52-Week Low | 10.97 |
| 52-Week High | 14.38 |
| Beta (5Y) | n/a |
| Holdings | 8 |
| Inception Date | May 11, 2023 |
About FSYGX
Fidelity Sustainable Target Date 2040 Fund – Class K6 is an actively managed target date mutual fund designed to help investors save for retirement with a focus on sustainability. Its primary objective is to seek high current income, with capital appreciation as a secondary goal. The fund invests predominantly in underlying Fidelity funds, emphasizing those that incorporate proven or improving sustainability practices and positive environmental, social, and governance (ESG) characteristics. This includes both actively managed ESG funds and index funds that track ESG benchmarks, as well as selected sovereign and government-related debt securities with positive ESG profiles. The portfolio is diversified across U.S. and international equities and fixed income instruments, rebalancing its allocation to reduce risk as it approaches its 2040 target date. The fund leverages Fidelity’s proprietary sustainable investment research and ESG ratings, reflecting a comprehensive approach to responsible investing within a time-tested target date framework. This makes it a relevant option for investors seeking a retirement solution that integrates sustainability considerations into its investment process.
Performance
FSYGX had a total return of 18.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.80%.
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 | 46.39% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 26.84% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 11.86% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 7.99% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 3.01% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.37% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 1.35% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 1.20% |
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 |