Fidelity Sustainable Target Date 2045 K (FSYUX)
| Fund Assets | 11.10M |
| Expense Ratio | 0.40% |
| Min. Investment | $0.00 |
| Turnover | 25.00% |
| Dividend (ttm) | 0.21 |
| Dividend Yield | 1.49% |
| Dividend Growth | 70.40% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.28 |
| YTD Return | 16.04% |
| 1-Year Return | 17.82% |
| 5-Year Return | n/a |
| 52-Week Low | 10.98 |
| 52-Week High | 14.33 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSYUX
Fidelity Sustainable Target Date 2045 Fund Class K is a diversified mutual fund designed to help investors plan for retirement around the year 2045. As a target-date fund, its asset allocation automatically adjusts over time, shifting from a greater emphasis on growth-oriented investments toward more conservative holdings as the target date approaches. This fund distinguishes itself by integrating sustainability criteria, primarily investing in underlying Fidelity funds that screen for environmental, social, and governance (ESG) factors. The portfolio currently allocates a majority to domestic and international equity funds, with a smaller portion in bond funds, reflecting its long investing horizon and growth objectives. The fund’s primary aim is to deliver high current income, with capital appreciation as a secondary goal. Its ESG-focused approach appeals to investors seeking retirement solutions that align with responsible investment principles, while its glide path structure offers a dynamic allocation strategy that evolves as retirement nears. Managed by Fidelity Investments, this fund plays a role in the expanding market for sustainable and automated retirement solutions.
Performance
FSYUX had a total return of 17.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.01%.
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 | $0.181 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.122 | Dec 29, 2023 |