Fidelity Sustainable Target Date 2030 Fund - Class K
FSXHX
NASDAQ
| Weiss Ratings | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (2), Andrew J Dierdorf (1), Brett F. Sumsion (1), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Sustainable Target Date 2030 Fund - Class K | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 11, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.70% | |||
| Dividend | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.95% | |||
| Asset Allocation | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.60% | |||
| Stock | 57.47% | |||
| U.S. Stock | 30.95% | |||
| Non-U.S. Stock | 26.52% | |||
| Bond | 35.78% | |||
| U.S. Bond | 31.02% | |||
| Non-U.S. Bond | 4.76% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.16% | |||
| Price History | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.91% | |||
| 30-Day Total Return | 1.88% | |||
| 60-Day Total Return | 1.00% | |||
| 90-Day Total Return | 1.72% | |||
| Year to Date Total Return | 15.18% | |||
| 1-Year Total Return | 15.36% | |||
| 2-Year Total Return | 25.73% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $12.66 | |||
| 1-Month High NAV | $13.12 | |||
| 52-Week Low NAV | $10.60 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.12 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 12.06M | |||
| Operating Ratios | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.36% | |||
| Turnover Ratio | 31.00% | |||
| Performance | FSXHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.58% | |||
| Last Bear Market Total Return | -- | |||