Fidelity Sustainable Target Date 2040 FundFSYDX
Type
Mutual fund
Peer group
Target-date
Net assets
$17.1M
Expense ratio
0.38%
1-year return
+18.7%
3 years, a year
—
5 years, a year
—
Holdings
8
What it aims to do.
Fidelity Sustainable Target Date 2040 Fund seeks high total return until its target retirement date. Thereafter the fund's objective will be to seek high current income and, as a
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Summer Street Trust | 46.07% |
| Fidelity Investment Trust | 24.67% |
| Fidelity Investment Trust | 11.52% |
| Fidelity Salem Street Trust | 7.18% |
| Fidelity Salem Street Trust | 6.16% |
| Fidelity School Street Trust | 2.46% |
| Fidelity Salem Street Trust | 1.46% |
| Fidelity Hereford Street Trust | 0.47% |
More on FSYDX.
- FSYDX overview
- FSYDX holdings
- FSYDX risk
- FSYDX costs
- FSYDX money in and out
- FSYDX share classes
- Compare FSYDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.