Fidelity Advisor Sust Trgt Dt 2050 A (FSYYX)
| Fund Assets | 13.12M |
| Expense Ratio | 0.75% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.17 |
| Dividend Yield | 1.12% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.34 |
| YTD Return | 16.66% |
| 1-Year Return | 16.47% |
| 5-Year Return | n/a |
| 52-Week Low | 10.96 |
| 52-Week High | 14.37 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSYYX
Fidelity Advisor Sustainable Target Date 2050 Fund Class A is a target-date mutual fund designed for investors planning to retire around the year 2050. Its principal objective is to seek high total return up to its target date, transitioning to focus on high current income and capital preservation after retirement. The fund primarily invests at least 80% of its assets in underlying Fidelity mutual funds, with an emphasis on strategies that align with sustainable investing criteria. These criteria exclude issuers engaged in certain industries or activities deemed inconsistent with environmental, social, and governance (ESG) considerations. Managed by an experienced team, the fund adjusts its allocation over time, reducing exposure to equities and increasing fixed income as the target date approaches. This glide path aims to balance growth potential with risk management as retirement nears. The fund plays a significant role in retirement planning by offering a single, diversified investment vehicle tailored to long-term, socially responsible retirement goals.
Performance
FSYYX had a total return of 16.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.70%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.02% 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 | $0.026 | May 12, 2025 |
| Dec 30, 2024 | $0.145 | Dec 31, 2024 |
| Dec 28, 2023 | $0.098 | Dec 29, 2023 |