Fidelity Sustainable Target Date 2035 K (FSXTX)
11.91
-0.04
(-0.33%)
USD |
May 06 2025
FSXTX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 6.37% |
| Stock | 63.37% |
| Bond | 28.08% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 2.06% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 62.38% |
|---|---|
|
North America
|
60.55% |
| Canada | 3.36% |
| United States | 57.20% |
|
Latin America
|
1.82% |
| Brazil | 0.50% |
| Colombia | 0.01% |
| Mexico | 0.19% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.74% |
|---|---|
| United Kingdom | 4.68% |
|
Europe Developed
|
12.84% |
| Austria | 0.16% |
| Belgium | 0.52% |
| Denmark | 0.50% |
| Finland | 0.32% |
| France | 2.13% |
| Germany | 2.14% |
| Greece | 0.17% |
| Ireland | 1.39% |
| Italy | 0.88% |
| Netherlands | 1.48% |
| Norway | 0.22% |
| Portugal | 0.17% |
| Spain | 0.55% |
| Sweden | 0.87% |
| Switzerland | 1.15% |
|
Europe Emerging
|
0.08% |
| Poland | 0.06% |
| Turkey | 0.01% |
|
Africa And Middle East
|
1.14% |
| Israel | 0.20% |
| Saudi Arabia | 0.31% |
| South Africa | 0.42% |
| United Arab Emirates | 0.21% |
| Greater Asia | 13.35% |
|---|---|
| Japan | 3.93% |
|
Australasia
|
0.66% |
| Australia | 0.55% |
|
Asia Developed
|
3.95% |
| Hong Kong | 0.21% |
| Singapore | 0.43% |
| South Korea | 1.04% |
| Taiwan | 2.26% |
|
Asia Emerging
|
4.81% |
| China | 3.01% |
| India | 1.42% |
| Indonesia | 0.16% |
| Malaysia | 0.17% |
| Philippines | 0.03% |
| Thailand | 0.02% |
| Unidentified Region | 5.54% |
|---|
Bond Credit Quality Exposure
| AAA | 5.71% |
| AA | 71.31% |
| A | 5.45% |
| BBB | 7.44% |
| BB | 0.00% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.03% |
| Not Available | 10.05% |
| Short Term | 0.00% |
As of March 31, 2025
Stock Sector Exposure
| Cyclical |
|
21.39% |
| Materials |
|
3.26% |
| Consumer Discretionary |
|
5.44% |
| Financials |
|
11.76% |
| Real Estate |
|
0.92% |
| Sensitive |
|
35.06% |
| Communication Services |
|
3.93% |
| Energy |
|
3.70% |
| Industrials |
|
8.96% |
| Information Technology |
|
18.46% |
| Defensive |
|
10.75% |
| Consumer Staples |
|
3.31% |
| Health Care |
|
6.49% |
| Utilities |
|
0.94% |
| Not Classified |
|
32.80% |
| Non Classified Equity |
|
1.33% |
| Not Classified - Non Equity |
|
31.47% |
As of July 31, 2024
Bond Sector Exposure
As of March 31, 2025
| Type | % Net |
|---|---|
| Government | 80.52% |
| Corporate | 11.44% |
| Securitized | 7.58% |
| Municipal | 0.00% |
| Other | 0.46% |
Bond Maturity Exposure
| Short Term |
|
2.04% |
| Less than 1 Year |
|
2.04% |
| Intermediate |
|
47.10% |
| 1 to 3 Years |
|
2.71% |
| 3 to 5 Years |
|
11.30% |
| 5 to 10 Years |
|
33.09% |
| Long Term |
|
50.40% |
| 10 to 20 Years |
|
18.52% |
| 20 to 30 Years |
|
27.51% |
| Over 30 Years |
|
4.37% |
| Other |
|
0.46% |
As of March 31, 2025