Fidelity Advisor Sustainable Target Date 2040 Fund - Class M
FSXZX
NASDAQ
| Weiss Ratings | FSXZX-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 | FSXZX-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 | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Advisor Sustainable Target Date 2040 Fund - Class M | |||
| 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 | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.94% | |||
| Dividend | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.07% | |||
| Asset Allocation | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | 3.82% | |||
| 60-Day Total Return | 7.51% | |||
| 90-Day Total Return | 12.60% | |||
| Year to Date Total Return | 9.72% | |||
| 1-Year Total Return | 11.63% | |||
| 2-Year Total Return | 29.72% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSXZX-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 | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $12.82 | |||
| 1-Month High NAV | $13.26 | |||
| 52-Week Low NAV | $10.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.26 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 11.39M | |||
| Operating Ratios | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.98% | |||
| Turnover Ratio | 26.00% | |||
| Performance | FSXZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.22% | |||
| Last Bear Market Total Return | -- | |||