FSXYX — Fidelity Sustainable Target Date 2040 Fund
Data updated: 2026-06-11
FSXYX — Fidelity Sustainable Target Date 2040 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $17.05M AUM · 1.48% expense ratio · 17.6% 1-yr return. From SEC regulatory filings.
FSXYX Fund Overview
FSXYX — Fidelity Sustainable Target Date 2040 Fund is a US mutual fund managed by Fidelity Aberdeen Street Trust, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Fidelity Aberdeen Street Trust
- Category: Target Date / Glide Path Allocation
- Assets under management: $17.05M
- 1-year return: 17.6%
- Ticker: FSXYX
- SEC CIK: 0000880195
- SEC series ID: S000080310
- Share class ID: C000242595
FSXYX Holdings
Top 8 holdings of Fidelity Sustainable Target Date 2040 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| 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% |
FSXYX Portfolio Allocation
Asset-class allocation of Fidelity Sustainable Target Date 2040 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
FSXYX Performance
Total returns for FSXYX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.5% |
| 1 year | 17.6% |
| 3 years (annualised) | 5.8% |
FSXYX Risk Information
Risk metrics for FSXYX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.4%
FSXYX Costs and Fees
FSXYX costs about $148 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.48%
- Gross expense ratio: 1.48%
- Portfolio turnover: 27%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FSXYX Cashflows
Over the 12 months to 2026-03, Fidelity Sustainable Target Date 2040 Fund had net inflows of $7.67M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $145.78K |
| 2026-02 | $235.00K |
| 2026-01 | $1.24M |
| 2025-12 | $616.08K |
| 2025-11 | $439.93K |
| 2025-10 | $772.08K |
FSXYX Debt Constituents
No individual debt constituents are reported in Fidelity Sustainable Target Date 2040 Fund's latest SEC N-PORT filing.
FSXYX Prospectus and SEC Filings
Official Fidelity Sustainable Target Date 2040 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.