Fidelity Advisor Sustainable Target Date 2040 C (FSXYX)
14.27
+0.02
(+0.14%)
USD |
Dec 04 2025
FSXYX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.43% |
| Stock | 80.86% |
| Bond | 16.62% |
| Convertible | 0.00% |
| Preferred | 0.11% |
| Other | -1.02% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.09% |
|---|---|
|
North America
|
61.76% |
| Canada | 3.82% |
| United States | 57.94% |
|
Latin America
|
1.33% |
| Brazil | 0.56% |
| Colombia | 0.02% |
| Mexico | 0.31% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.38% |
|---|---|
| United Kingdom | 5.20% |
|
Europe Developed
|
13.68% |
| Austria | 0.13% |
| Belgium | 0.55% |
| Denmark | 0.37% |
| Finland | 0.37% |
| France | 2.32% |
| Germany | 2.46% |
| Greece | 0.19% |
| Ireland | 1.39% |
| Italy | 0.95% |
| Netherlands | 1.20% |
| Norway | 0.24% |
| Portugal | 0.10% |
| Spain | 0.89% |
| Sweden | 0.86% |
| Switzerland | 1.43% |
|
Europe Emerging
|
0.13% |
| Poland | 0.04% |
| Turkey | 0.06% |
|
Africa And Middle East
|
1.37% |
| Israel | 0.21% |
| Saudi Arabia | 0.28% |
| South Africa | 0.57% |
| United Arab Emirates | 0.30% |
| Greater Asia | 15.04% |
|---|---|
| Japan | 4.60% |
|
Australasia
|
0.72% |
| Australia | 0.64% |
|
Asia Developed
|
4.75% |
| Hong Kong | 0.59% |
| Singapore | 0.44% |
| South Korea | 1.31% |
| Taiwan | 2.41% |
|
Asia Emerging
|
4.97% |
| China | 3.24% |
| India | 1.37% |
| Indonesia | 0.19% |
| Malaysia | 0.07% |
| Philippines | 0.06% |
| Thailand | 0.05% |
| Unidentified Region | 1.48% |
|---|
Bond Credit Quality Exposure
| AAA | 3.52% |
| AA | 73.90% |
| A | 2.75% |
| BBB | 3.04% |
| 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 | 0.02% |
| Not Available | 16.76% |
| Short Term | 0.00% |
As of September 30, 2025
Stock Sector Exposure
| Cyclical |
|
30.37% |
| Materials |
|
3.49% |
| Consumer Discretionary |
|
8.19% |
| Financials |
|
17.49% |
| Real Estate |
|
1.20% |
| Sensitive |
|
40.57% |
| Communication Services |
|
5.95% |
| Energy |
|
3.11% |
| Industrials |
|
11.35% |
| Information Technology |
|
20.16% |
| Defensive |
|
10.25% |
| Consumer Staples |
|
3.33% |
| Health Care |
|
5.81% |
| Utilities |
|
1.11% |
| Not Classified |
|
18.81% |
| Non Classified Equity |
|
0.06% |
| Not Classified - Non Equity |
|
18.75% |
As of September 30, 2025
Bond Sector Exposure
As of September 30, 2025
| Type | % Net |
|---|---|
| Government | 92.79% |
| Corporate | 3.90% |
| Securitized | 3.18% |
| Municipal | 0.00% |
| Other | 0.14% |
Bond Maturity Exposure
| Short Term |
|
12.23% |
| Less than 1 Year |
|
12.23% |
| Intermediate |
|
24.99% |
| 1 to 3 Years |
|
2.84% |
| 3 to 5 Years |
|
4.69% |
| 5 to 10 Years |
|
17.46% |
| Long Term |
|
62.48% |
| 10 to 20 Years |
|
26.33% |
| 20 to 30 Years |
|
35.26% |
| Over 30 Years |
|
0.90% |
| Other |
|
0.29% |
As of September 30, 2025