Fidelity Advisor Sust Trgt Dt 2045 A (FSYLX)
| Fund Assets | 11.10M |
| Expense Ratio | 0.75% |
| Min. Investment | $0.00 |
| Turnover | 25.00% |
| Dividend (ttm) | 0.20 |
| Dividend Yield | 1.35% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.21 |
| YTD Return | 15.77% |
| 1-Year Return | 17.27% |
| 5-Year Return | n/a |
| 52-Week Low | 10.94 |
| 52-Week High | 14.26 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSYLX
Fidelity Advisor Sustainable Target Date 2045 Fund Class A is a mutual fund designed for investors planning to retire around the year 2045. Its primary aim is to provide a high total return by investing in a mix of underlying Fidelity funds, with a specific emphasis on those demonstrating strong environmental, social, and governance (ESG) characteristics. This sustainable-focused strategy leverages Fidelity’s proprietary ESG research and ratings, ensuring that investments align with responsible and forward-thinking standards. The fund dynamically shifts its allocation over time, moving from growth-oriented assets to more conservative holdings as the target retirement date approaches. Its portfolio is broadly diversified across U.S. and international equities as well as sustainable fixed income instruments, helping manage risk as investors near retirement. With a minimum investment of $0, annual expense ratio of 0.75%, and an annual dividend payout, this fund is part of Fidelity’s suite of target date solutions, offering individuals a structured, ESG-integrated path toward retirement savings.
Performance
FSYLX had a total return of 17.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.57%.
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 | $0.171 | Dec 31, 2024 |
| Dec 28, 2023 | $0.099 | Dec 29, 2023 |