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 (3), Andrew J Dierdorf (2), Brett F. Sumsion (2), 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) | 1.80% | |||
| Asset Allocation | FSXVX-NASDAQ | Click to Compare |
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| Cash | 1.73% | |||
| Stock | 82.90% | |||
| U.S. Stock | 45.60% | |||
| Non-U.S. Stock | 37.30% | |||
| Bond | 15.28% | |||
| U.S. Bond | 12.83% | |||
| Non-U.S. Bond | 2.45% | |||
| Preferred | 0.02% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | FSXVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.06% | |||
| 30-Day Total Return | 2.66% | |||
| 60-Day Total Return | 3.92% | |||
| 90-Day Total Return | 11.51% | |||
| Year to Date Total Return | 10.89% | |||
| 1-Year Total Return | 24.93% | |||
| 2-Year Total Return | 36.75% | |||
| 3-Year Total Return | 58.50% | |||
| 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 | $15.80 | |||
| 1-Month Low NAV | $15.28 | |||
| 1-Month High NAV | $15.97 | |||
| 52-Week Low NAV | $12.84 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $15.97 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSXVX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 11.65 | |||
| Balance Sheet | FSXVX-NASDAQ | Click to Compare |
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| Total Assets | 20.80M | |||
| Operating Ratios | FSXVX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 27.00% | |||
| Performance | FSXVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.88% | |||
| Last Bear Market Total Return | -- | |||