Fidelity Sustainable Target Date 2045 (FSYHX)
| Fund Assets | 11.10M |
| Expense Ratio | 0.50% |
| Min. Investment | $0.00 |
| Turnover | 25.00% |
| Dividend (ttm) | 0.22 |
| Dividend Yield | 1.53% |
| Dividend Growth | 70.31% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.23 |
| YTD Return | 16.01% |
| 1-Year Return | 17.79% |
| 5-Year Return | n/a |
| 52-Week Low | 10.95 |
| 52-Week High | 14.28 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | n/a |
About FSYHX
Fidelity Sustainable Target Date 2045 Fund is a target date mutual fund designed for individuals planning to retire around the year 2045. Its primary objective is to seek a high total return until the target retirement date, at which point the focus shifts to high current income, with capital appreciation as a secondary goal. The fund distinguishes itself through a sustainability-driven investment approach, allocating at least 80% of assets to underlying Fidelity funds that emphasize companies or securities with proven or improving environmental, social, and governance (ESG) characteristics. The remaining allocation may be in index-tracking ESG funds or fixed income with positive ESG traits. This approach leverages Fidelity’s proprietary ESG research and ratings, aligning investment choices with sustainability objectives. The fund’s structure provides broad diversification across asset classes, with asset allocation gradually becoming more conservative as the target date approaches. Notably, the fund has been recognized for its low ESG risk profile, indicating a significant commitment to sustainable investment practices. By integrating retirement planning with ESG considerations, the fund plays a key role for investors aiming to align their long-term financial goals with responsible investing principles.
Performance
FSYHX had a total return of 17.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.94%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.01% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 50.83% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.96% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.57% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 6.28% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.37% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.032 | May 12, 2025 |
| Dec 30, 2024 | $0.186 | Dec 31, 2024 |
| May 10, 2024 | $0.004 | May 13, 2024 |
| Dec 28, 2023 | $0.124 | Dec 29, 2023 |