Fidelity Sustainable Target Date 2050 (FSYWX)
| Fund Assets | 13.84M |
| Expense Ratio | 0.49% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.28 |
| Dividend Yield | 1.68% |
| Dividend Growth | 34.80% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.36 |
| YTD Return | 12.83% |
| 1-Year Return | 24.05% |
| 5-Year Return | n/a |
| 52-Week Low | 13.44 |
| 52-Week High | 16.63 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | n/a |
About FSYWX
Fidelity Sustainable Target Date 2050 Fund is a target-date mutual fund designed to help investors save for retirement, with a projected target date set for the year 2050. The fund’s primary objective is to seek a high total return until the target retirement date, shifting its focus to high current income and, as a secondary goal, continued capital appreciation thereafter. Distinctly, this fund incorporates a sustainable investing approach, utilizing Fidelity’s proprietary ESG (environmental, social, and governance) ratings and research to guide investment selections. It invests primarily in a diversified mix of underlying funds and securities that meet defined sustainability criteria. This fund is structured for individuals planning to retire around 2050, automatically adjusting its asset allocation from growth-oriented investments toward more conservative ones as the target date approaches. As part of the broader sustainable target date fund suite, it aims to help investors address long-term retirement goals while considering key sustainability and ethical factors. It plays a significant role in the market by integrating responsible investing with retirement planning, appealing to those who prioritize both financial objectives and environmental or social impacts in their retirement portfolios.
Performance
FSYWX had a total return of 24.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.83%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
100.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 53.18% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 27.58% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.98% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 5.37% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.91% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.080 | May 18, 2026 |
| Dec 30, 2025 | $0.195 | Dec 31, 2025 |
| May 9, 2025 | $0.026 | May 12, 2025 |
| Dec 30, 2024 | $0.178 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.123 | Dec 29, 2023 |