FSYWX Mutual Fund

FSYWX Mutual Fund

NAV$16.60
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.49%
Dividend Yield (Current)
1.18%
Holdings
4
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+12.27%
1 Year+16.75%
3 Year+18.69%

Asset Allocation

Cash: 53.39%
Other: 46.61%
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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund53.40%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund27.25%
FEMYXFidelity Series Sustainable Emerging Markets Fund14.48%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund4.89%
Top 10 Concentration: 100.02%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.18%

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FSYWX Mutual Fund Overview

FSYWX Mutual Fund (Fidelity Sustainable Target Date 2050 Fund) is managed by Fidelity Investments (US). FSYWX expense ratio is 0.49%, holding 4 positions across various sectors. Inception date: 2023-05-11.

FSYWX performance shows a YTD return of 12.27%. The 1-year return is 16.75%. FSYWX dividend yield stands at 1.18%.

FSYWX top holdings include Fidelity Series Sustainable U.S. Market Fund (53.4%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.3%), Fidelity Series Sustainable Emerging Markets Fund (14.5%), Fidelity Series Long-Term Treasury Bond Index Fund (4.9%). Go to all FSYWX holdings, FSYWX sectors, or FSYWX dividends.

FSYWX can be compared against other funds. Use FSYWX overlap to find shared positions, or FSYWX vs another fund for a side-by-side view. FSYWX alternatives are available via the screener, along with tax-loss harvesting opportunities.