Fidelity Advisor Sustainable Target Date 2040 I (FSYBX)
14.98
+0.11
(+0.74%)
USD |
Feb 09 2026
FSYBX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.52% |
| Stock | 80.09% |
| Bond | 17.77% |
| Convertible | 0.00% |
| Preferred | 0.20% |
| Other | 0.41% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 64.20% |
|---|---|
|
North America
|
62.74% |
| Canada | 4.19% |
| United States | 58.55% |
|
Latin America
|
1.46% |
| Brazil | 0.58% |
| Colombia | 0.01% |
| Mexico | 0.32% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 19.51% |
|---|---|
| United Kingdom | 4.72% |
|
Europe Developed
|
13.53% |
| Austria | 0.17% |
| Belgium | 0.61% |
| Denmark | 0.28% |
| Finland | 0.42% |
| France | 2.48% |
| Germany | 2.11% |
| Greece | 0.16% |
| Ireland | 1.38% |
| Italy | 0.74% |
| Netherlands | 1.38% |
| Norway | 0.21% |
| Portugal | 0.14% |
| Spain | 0.99% |
| Sweden | 0.83% |
| Switzerland | 1.38% |
|
Europe Emerging
|
0.08% |
| Poland | 0.02% |
| Turkey | 0.04% |
|
Africa And Middle East
|
1.18% |
| Israel | 0.16% |
| Saudi Arabia | 0.26% |
| South Africa | 0.58% |
| United Arab Emirates | 0.18% |
| Greater Asia | 15.08% |
|---|---|
| Japan | 4.31% |
|
Australasia
|
0.63% |
| Australia | 0.57% |
|
Asia Developed
|
5.19% |
| Hong Kong | 0.64% |
| Singapore | 0.49% |
| South Korea | 1.28% |
| Taiwan | 2.79% |
|
Asia Emerging
|
4.94% |
| China | 2.99% |
| India | 1.65% |
| Indonesia | 0.17% |
| Malaysia | 0.06% |
| Philippines | 0.01% |
| Thailand | 0.06% |
| Unidentified Region | 1.22% |
|---|
Bond Credit Quality Exposure
| AAA | 5.07% |
| AA | 72.28% |
| A | 4.84% |
| BBB | 4.59% |
| 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 | 13.19% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
29.05% |
| Materials |
|
3.48% |
| Consumer Discretionary |
|
7.77% |
| Financials |
|
16.66% |
| Real Estate |
|
1.13% |
| Sensitive |
|
41.11% |
| Communication Services |
|
6.20% |
| Energy |
|
3.29% |
| Industrials |
|
10.90% |
| Information Technology |
|
20.73% |
| Defensive |
|
10.32% |
| Consumer Staples |
|
3.21% |
| Health Care |
|
5.99% |
| Utilities |
|
1.13% |
| Not Classified |
|
19.52% |
| Non Classified Equity |
|
0.09% |
| Not Classified - Non Equity |
|
19.43% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 89.34% |
| Corporate | 6.25% |
| Securitized | 4.20% |
| Municipal | 0.00% |
| Other | 0.20% |
Bond Maturity Exposure
| Short Term |
|
8.05% |
| Less than 1 Year |
|
8.05% |
| Intermediate |
|
35.08% |
| 1 to 3 Years |
|
4.06% |
| 3 to 5 Years |
|
7.48% |
| 5 to 10 Years |
|
23.55% |
| Long Term |
|
56.67% |
| 10 to 20 Years |
|
23.08% |
| 20 to 30 Years |
|
31.80% |
| Over 30 Years |
|
1.80% |
| Other |
|
0.20% |
As of December 31, 2025