Morningstar

Fidelity Sustainable Target Date 2040 Fund FSXVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.13  /  −0.06 %
  • Total Assets 23.2M
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.33%
  • Turnover 27%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 4:36 AM GMT+0

Morningstar’s Analysis FSXVX

Will FSXVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSXVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSXVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSXVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Sustainable Target Date 2040 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FSXVX

More FSXVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Sustainable U.S. Market

45.85 10M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

24.36 5M
—

Fidelity Series Sustainable Emerg Mkts

13.39 3M
—

Fidelity Series Long-Term Trs Bd Idx

6.34 1M
—

Fidelity Series Sustainable Invmt GrdBd

6.12 1M
—

Fidelity Series Intl Dev Mkts Bd Idx

2.54 563,165
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

1.38 305,848
—

Cash

0.00 785
Cash and Equivalents

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