Fidelity Advisor Sust Trgt Dt 2045 I (FSYQX)
| Fund Assets | 11.10M |
| Expense Ratio | 0.50% |
| Min. Investment | $0.00 |
| Turnover | 25.00% |
| Dividend (ttm) | 0.21 |
| Dividend Yield | 1.44% |
| Dividend Growth | 73.73% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.32 |
| YTD Return | 16.54% |
| 1-Year Return | 18.18% |
| 5-Year Return | n/a |
| 52-Week Low | 10.97 |
| 52-Week High | 14.32 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSYQX
Fidelity Advisor Sustainable Target Date 2045 Fund - Class I is a target date mutual fund designed for investors expecting to retire around the year 2045. Its primary function is to provide a diversified investment solution that automatically adjusts its asset allocation over time, gradually shifting from higher-risk, growth-oriented investments to more conservative holdings as the target retirement date approaches. This fund stands out for its integration of sustainable investing criteria, selecting underlying portfolios that favor companies with proven or improving environmental, social, and governance (ESG) characteristics while specifically excluding issuers involved in certain industries that do not align with its sustainability mandates. The fund impacts a wide range of asset classes, including domestic and international equities as well as fixed income, with allocations dynamically managed by Fidelity’s investment team. Its structure is intended to help investors achieve successful retirement outcomes by aligning investment strategy with both expected retirement timing and sustainability preferences. As part of Fidelity’s suite of sustainable target date funds, this asset plays a significant role in meeting the growing market demand for retirement solutions that incorporate ESG considerations alongside traditional financial goals.
Performance
FSYQX had a total return of 18.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.09%.
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 | $0.173 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.115 | Dec 29, 2023 |