Fidelity Sustainable Target Date 2040 Fund
FSXVX
NASDAQ
| Weiss Ratings | FSXVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSXVX-NASDAQ | Click to Compare |
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| 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 | FSXVX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Sustainable Target Date 2040 Fund | |||
| Category | Target-Date 2040 | |||
| 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 | FSXVX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.32% | |||
| Dividend | FSXVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.07% | |||
| Asset Allocation | FSXVX-NASDAQ | Click to Compare |
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| Cash | 3.06% | |||
| Stock | 83.81% | |||
| U.S. Stock | 45.79% | |||
| Non-U.S. Stock | 38.02% | |||
| Bond | 12.83% | |||
| U.S. Bond | 11.60% | |||
| Non-U.S. Bond | 1.23% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.31% | |||
| Price History | FSXVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | 3.90% | |||
| 60-Day Total Return | 7.59% | |||
| 90-Day Total Return | 12.77% | |||
| Year to Date Total Return | 9.98% | |||
| 1-Year Total Return | 12.17% | |||
| 2-Year Total Return | 30.97% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSXVX-NASDAQ | Click to Compare |
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| 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 | FSXVX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $12.83 | |||
| 1-Month High NAV | $13.28 | |||
| 52-Week Low NAV | $10.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.28 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | FSXVX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSXVX-NASDAQ | Click to Compare |
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| Total Assets | 11.39M | |||
| Operating Ratios | FSXVX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 26.00% | |||
| Performance | FSXVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.54% | |||
| Last Bear Market Total Return | -- | |||