Fidelity Sustainable Target Date 2040 K6 (FSYGX)

Fund Assets	22.14M
Expense Ratio	0.28%
Min. Investment	$0.00
Turnover	26.00%
Dividend (ttm)	0.23
Dividend Yield	1.45%
Dividend Growth	21.69%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	15.80
YTD Return	11.18%
1-Year Return	14.69%
5-Year Return	n/a
52-Week Low	13.81
52-Week High	16.35
Beta (5Y)	n/a
Holdings	7
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.

• 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 14.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.10%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
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%
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	$0.072	May 18, 2026
Dec 30, 2025	$0.217	Dec 31, 2025
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

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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