Fidelity Advisor Sustainable Target Date 2040 C (FSXYX)
15.61
-0.03
(-0.19%)
USD |
Sep 16 2026
FSXYX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.19% |
| Stock | 79.50% |
| Bond | 18.03% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 0.21% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.23% |
|---|---|
|
North America
|
62.00% |
| Canada | 4.33% |
| United States | 57.66% |
|
Latin America
|
1.23% |
| Argentina | 0.02% |
| Brazil | 0.46% |
| Chile | 0.05% |
| Colombia | 0.01% |
| Mexico | 0.27% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.81% |
|---|---|
| United Kingdom | 4.58% |
|
Europe Developed
|
13.12% |
| Austria | 0.30% |
| Belgium | 0.61% |
| Denmark | 0.21% |
| Finland | 0.33% |
| France | 2.14% |
| Germany | 1.44% |
| Greece | 0.16% |
| Ireland | 1.10% |
| Italy | 0.88% |
| Netherlands | 1.71% |
| Norway | 0.24% |
| Portugal | 0.20% |
| Spain | 1.06% |
| Sweden | 0.85% |
| Switzerland | 1.67% |
|
Europe Emerging
|
0.16% |
| Poland | 0.00% |
| Turkey | 0.11% |
|
Africa And Middle East
|
0.95% |
| Israel | 0.14% |
| Saudi Arabia | 0.21% |
| South Africa | 0.45% |
| United Arab Emirates | 0.16% |
| Greater Asia | 16.11% |
|---|---|
| Japan | 4.54% |
|
Australasia
|
0.59% |
| Australia | 0.52% |
|
Asia Developed
|
7.73% |
| Hong Kong | 0.42% |
| Singapore | 0.31% |
| South Korea | 3.16% |
| Taiwan | 3.84% |
|
Asia Emerging
|
3.24% |
| China | 2.13% |
| India | 0.95% |
| Indonesia | 0.04% |
| Malaysia | 0.08% |
| Philippines | 0.01% |
| Thailand | 0.03% |
| Unidentified Region | 1.86% |
|---|
Bond Credit Quality Exposure
| AAA | 5.53% |
| AA | 74.45% |
| A | 7.27% |
| BBB | 5.28% |
| BB | 0.07% |
| 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 | 0.00% |
| Not Available | 7.41% |
| Short Term | 0.00% |
As of July 31, 2026
Stock Sector Exposure
| Cyclical |
|
25.72% |
| Materials |
|
3.20% |
| Consumer Discretionary |
|
6.53% |
| Financials |
|
14.81% |
| Real Estate |
|
1.19% |
| Sensitive |
|
44.09% |
| Communication Services |
|
4.67% |
| Energy |
|
3.17% |
| Industrials |
|
11.27% |
| Information Technology |
|
25.00% |
| Defensive |
|
9.79% |
| Consumer Staples |
|
2.91% |
| Health Care |
|
5.52% |
| Utilities |
|
1.37% |
| Not Classified |
|
0.19% |
| Non Classified Equity |
|
0.19% |
As of July 31, 2026
Bond Sector Exposure
As of July 31, 2026
| Type | % Net |
|---|---|
| Government | 87.82% |
| Corporate | 6.93% |
| Securitized | 5.09% |
| Municipal | 0.00% |
| Other | 0.16% |
Bond Maturity Exposure
| Short Term |
|
1.72% |
| Less than 1 Year |
|
1.72% |
| Intermediate |
|
36.97% |
| 1 to 3 Years |
|
5.91% |
| 3 to 5 Years |
|
6.96% |
| 5 to 10 Years |
|
24.09% |
| Long Term |
|
61.31% |
| 10 to 20 Years |
|
25.02% |
| 20 to 30 Years |
|
35.59% |
| Over 30 Years |
|
0.70% |
| Other |
|
0.00% |
As of July 31, 2026