Fidelity Sustainable Target Date 2045 K6 (FSYVX)
Fund Assets | 6.50M |
Expense Ratio | 0.30% |
Min. Investment | $0.00 |
Turnover | 58.00% |
Dividend (ttm) | 0.20 |
Dividend Yield | 1.67% |
Dividend Growth | n/a |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | Dec 30, 2024 |
Previous Close | 12.21 |
YTD Return | -0.97% |
1-Year Return | 14.60% |
5-Year Return | n/a |
52-Week Low | 10.79 |
52-Week High | 13.08 |
Beta (5Y) | n/a |
Holdings | 6 |
Inception Date | May 11, 2023 |
About FSYVX
Investing at least 80% of assets in underlying funds that are (i) fidelity funds that invest in securities of issuers that the adviser believes have proven or improving sustainability practices or positive environmental, social and governance (ESG) characteristics, (ii) fidelity index funds that track an ESG index, and (iii) fidelity funds that do not have a principal ESG investment strategy but invest at least 80% of assets in U.S. and international sovereign or government-related debt securities that the fund adviser believes have positive ESG characteristics.
Performance
FSYVX had a total return of 14.60% in the past year. Since the fund's inception, the average annual return has been 16.20%, including dividends.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.02% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Sustainable U.S. Market | FSUMX | 50.58% |
Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.76% |
Fidelity Series Sustainable Emerg Mkts | FEMYX | 13.84% |
Fidelity Salem Street Trust - Fidelity Series Long-Term Treasury Bond Index Fund | n/a | 5.64% |
Fidelity Salem Street Trust - Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | n/a | 1.21% |
Fidelity Series Sustainable Invmt GrdBd | FIGDX | 0.00% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 30, 2024 | $0.193 | Dec 31, 2024 |
May 10, 2024 | $0.011 | May 13, 2024 |
Dec 28, 2023 | $0.128 | Dec 29, 2023 |