Fidelity Sustainable Target Date 2040 Fund - Class K
FSYFX
NASDAQ
| Weiss Ratings | FSYFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSYFX-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 | FSYFX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Sustainable Target Date 2040 Fund - Class K | |||
| 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 | FSYFX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.33% | |||
| Dividend | FSYFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.80% | |||
| Asset Allocation | FSYFX-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 | FSYFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.05% | |||
| 30-Day Total Return | 2.65% | |||
| 60-Day Total Return | 3.91% | |||
| 90-Day Total Return | 11.47% | |||
| Year to Date Total Return | 10.93% | |||
| 1-Year Total Return | 25.03% | |||
| 2-Year Total Return | 36.93% | |||
| 3-Year Total Return | 58.95% | |||
| 5-Year Total Return | -- | |||
| Price | FSYFX-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 | FSYFX-NASDAQ | Click to Compare |
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| Nav | $15.86 | |||
| 1-Month Low NAV | $15.34 | |||
| 1-Month High NAV | $16.04 | |||
| 52-Week Low NAV | $12.88 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $16.04 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSYFX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 11.67 | |||
| Balance Sheet | FSYFX-NASDAQ | Click to Compare |
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| Total Assets | 20.80M | |||
| Operating Ratios | FSYFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.38% | |||
| Turnover Ratio | 27.00% | |||
| Performance | FSYFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.97% | |||
| Last Bear Market Total Return | -- | |||