Fidelity Advisor Sustainable Target Date 2040 M (FSXZX)
14.70
+0.42
(+2.94%)
USD |
Apr 08 2026
FSXZX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 4.36% |
| Stock | 80.17% |
| Bond | 17.34% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | -2.06% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 62.63% |
|---|---|
|
North America
|
61.11% |
| Canada | 4.51% |
| United States | 56.60% |
|
Latin America
|
1.52% |
| Brazil | 0.55% |
| Chile | 0.02% |
| Colombia | 0.01% |
| Mexico | 0.32% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.68% |
|---|---|
| United Kingdom | 4.99% |
|
Europe Developed
|
14.30% |
| Austria | 0.21% |
| Belgium | 0.68% |
| Denmark | 0.31% |
| Finland | 0.43% |
| France | 2.32% |
| Germany | 1.86% |
| Greece | 0.16% |
| Ireland | 1.36% |
| Italy | 0.89% |
| Netherlands | 1.64% |
| Norway | 0.30% |
| Portugal | 0.15% |
| Spain | 1.08% |
| Sweden | 1.00% |
| Switzerland | 1.69% |
|
Europe Emerging
|
0.15% |
| Poland | 0.01% |
| Turkey | 0.07% |
|
Africa And Middle East
|
1.23% |
| Israel | 0.21% |
| Saudi Arabia | 0.27% |
| South Africa | 0.55% |
| United Arab Emirates | 0.20% |
| Greater Asia | 15.99% |
|---|---|
| Japan | 4.83% |
|
Australasia
|
0.77% |
| Australia | 0.64% |
|
Asia Developed
|
6.03% |
| Hong Kong | 0.63% |
| Singapore | 0.45% |
| South Korea | 1.84% |
| Taiwan | 3.12% |
|
Asia Emerging
|
4.36% |
| China | 2.74% |
| India | 1.42% |
| Indonesia | 0.10% |
| Malaysia | 0.10% |
| Philippines | 0.01% |
| Unidentified Region | 0.70% |
|---|
Bond Credit Quality Exposure
| AAA | 5.93% |
| AA | 71.24% |
| A | 6.48% |
| BBB | 4.87% |
| 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 | 11.45% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
28.99% |
| Materials |
|
3.55% |
| Consumer Discretionary |
|
7.85% |
| Financials |
|
16.43% |
| Real Estate |
|
1.16% |
| Sensitive |
|
41.54% |
| Communication Services |
|
5.70% |
| Energy |
|
3.36% |
| Industrials |
|
11.75% |
| Information Technology |
|
20.73% |
| Defensive |
|
9.95% |
| Consumer Staples |
|
2.88% |
| Health Care |
|
5.83% |
| Utilities |
|
1.24% |
| Not Classified |
|
19.53% |
| Non Classified Equity |
|
0.05% |
| Not Classified - Non Equity |
|
19.48% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 88.32% |
| Corporate | 6.70% |
| Securitized | 4.77% |
| Municipal | 0.00% |
| Other | 0.21% |
Bond Maturity Exposure
| Short Term |
|
6.44% |
| Less than 1 Year |
|
6.44% |
| Intermediate |
|
38.86% |
| 1 to 3 Years |
|
5.20% |
| 3 to 5 Years |
|
8.33% |
| 5 to 10 Years |
|
25.33% |
| Long Term |
|
54.70% |
| 10 to 20 Years |
|
21.73% |
| 20 to 30 Years |
|
31.84% |
| Over 30 Years |
|
1.13% |
| Other |
|
0.00% |
As of February 28, 2026