Fidelity Advisor Sustainable Target Date 2040 Z (FSYDX)
14.29
-0.19
(-1.31%)
USD |
Mar 18 2026
FSYDX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.61% |
| Stock | 79.73% |
| Bond | 17.61% |
| Convertible | 0.00% |
| Preferred | 0.19% |
| Other | -0.15% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 62.67% |
|---|---|
|
North America
|
61.31% |
| Canada | 4.17% |
| United States | 57.14% |
|
Latin America
|
1.36% |
| Brazil | 0.51% |
| Chile | 0.00% |
| Colombia | 0.01% |
| Mexico | 0.30% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.64% |
|---|---|
| United Kingdom | 4.89% |
|
Europe Developed
|
14.39% |
| Austria | 0.19% |
| Belgium | 0.67% |
| Denmark | 0.32% |
| Finland | 0.43% |
| France | 2.56% |
| Germany | 2.04% |
| Greece | 0.15% |
| Ireland | 1.41% |
| Italy | 0.89% |
| Netherlands | 1.43% |
| Norway | 0.24% |
| Portugal | 0.14% |
| Spain | 1.05% |
| Sweden | 0.96% |
| Switzerland | 1.67% |
|
Europe Emerging
|
0.12% |
| Poland | 0.02% |
| Turkey | 0.07% |
|
Africa And Middle East
|
1.24% |
| Israel | 0.21% |
| Saudi Arabia | 0.25% |
| South Africa | 0.58% |
| United Arab Emirates | 0.20% |
| Greater Asia | 15.51% |
|---|---|
| Japan | 4.52% |
|
Australasia
|
0.64% |
| Australia | 0.52% |
|
Asia Developed
|
5.56% |
| Hong Kong | 0.62% |
| Singapore | 0.46% |
| South Korea | 1.53% |
| Taiwan | 2.95% |
|
Asia Emerging
|
4.78% |
| China | 2.89% |
| India | 1.60% |
| Indonesia | 0.13% |
| Malaysia | 0.10% |
| Philippines | 0.01% |
| Thailand | 0.06% |
| Unidentified Region | 1.19% |
|---|
Bond Credit Quality Exposure
| AAA | 5.37% |
| AA | 72.55% |
| A | 5.92% |
| BBB | 4.76% |
| 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 | 11.37% |
| Short Term | 0.00% |
As of January 31, 2026
Stock Sector Exposure
| Cyclical |
|
29.29% |
| Materials |
|
3.42% |
| Consumer Discretionary |
|
8.03% |
| Financials |
|
16.64% |
| Real Estate |
|
1.20% |
| Sensitive |
|
40.65% |
| Communication Services |
|
5.65% |
| Energy |
|
3.08% |
| Industrials |
|
11.18% |
| Information Technology |
|
20.74% |
| Defensive |
|
10.12% |
| Consumer Staples |
|
2.99% |
| Health Care |
|
5.89% |
| Utilities |
|
1.24% |
| Not Classified |
|
19.93% |
| Non Classified Equity |
|
0.09% |
| Not Classified - Non Equity |
|
19.84% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 89.20% |
| Corporate | 6.30% |
| Securitized | 4.30% |
| Municipal | 0.00% |
| Other | 0.20% |
Bond Maturity Exposure
| Short Term |
|
6.67% |
| Less than 1 Year |
|
6.67% |
| Intermediate |
|
36.77% |
| 1 to 3 Years |
|
4.32% |
| 3 to 5 Years |
|
7.56% |
| 5 to 10 Years |
|
24.89% |
| Long Term |
|
56.02% |
| 10 to 20 Years |
|
22.34% |
| 20 to 30 Years |
|
31.75% |
| Over 30 Years |
|
1.94% |
| Other |
|
0.54% |
As of January 31, 2026