Fidelity Sustainable Target Date 2040 K (FSYFX)
15.62
+0.01
(+0.06%)
USD |
Jun 09 2026
FSYFX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 3.66% |
| Stock | 81.60% |
| Bond | 16.40% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | -1.76% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.17% |
|---|---|
|
North America
|
61.67% |
| Canada | 4.42% |
| United States | 57.24% |
|
Latin America
|
1.50% |
| Brazil | 0.62% |
| Chile | 0.03% |
| Colombia | 0.01% |
| Mexico | 0.34% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 20.43% |
|---|---|
| United Kingdom | 5.35% |
|
Europe Developed
|
13.77% |
| Austria | 0.21% |
| Belgium | 0.65% |
| Denmark | 0.26% |
| Finland | 0.44% |
| France | 2.04% |
| Germany | 1.65% |
| Greece | 0.14% |
| Ireland | 1.28% |
| Italy | 0.80% |
| Netherlands | 1.63% |
| Norway | 0.35% |
| Portugal | 0.21% |
| Spain | 1.11% |
| Sweden | 0.96% |
| Switzerland | 1.81% |
|
Europe Emerging
|
0.15% |
| Poland | 0.01% |
| Turkey | 0.10% |
|
Africa And Middle East
|
1.17% |
| Israel | 0.17% |
| Saudi Arabia | 0.27% |
| South Africa | 0.54% |
| United Arab Emirates | 0.18% |
| Greater Asia | 16.18% |
|---|---|
| Japan | 4.72% |
|
Australasia
|
0.73% |
| Australia | 0.62% |
|
Asia Developed
|
6.64% |
| Hong Kong | 0.66% |
| Singapore | 0.36% |
| South Korea | 2.15% |
| Taiwan | 3.47% |
|
Asia Emerging
|
4.08% |
| China | 2.65% |
| India | 1.21% |
| Indonesia | 0.10% |
| Malaysia | 0.10% |
| Philippines | 0.01% |
| Thailand | 0.01% |
| Unidentified Region | 0.22% |
|---|
Bond Credit Quality Exposure
| AAA | 5.24% |
| AA | 73.42% |
| A | 7.05% |
| BBB | 5.31% |
| 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 | 0.00% |
| Not Available | 8.98% |
| Short Term | 0.00% |
As of April 30, 2026
Stock Sector Exposure
| Cyclical |
|
27.87% |
| Materials |
|
3.55% |
| Consumer Discretionary |
|
7.47% |
| Financials |
|
15.55% |
| Real Estate |
|
1.29% |
| Sensitive |
|
42.93% |
| Communication Services |
|
5.34% |
| Energy |
|
4.27% |
| Industrials |
|
11.49% |
| Information Technology |
|
21.83% |
| Defensive |
|
11.27% |
| Consumer Staples |
|
3.10% |
| Health Care |
|
6.62% |
| Utilities |
|
1.54% |
| Not Classified |
|
17.93% |
| Non Classified Equity |
|
0.07% |
| Not Classified - Non Equity |
|
17.86% |
As of April 30, 2026
Bond Sector Exposure
As of April 30, 2026
| Type | % Net |
|---|---|
| Government | 88.15% |
| Corporate | 7.34% |
| Securitized | 4.31% |
| Municipal | 0.00% |
| Other | 0.20% |
Bond Maturity Exposure
| Short Term |
|
3.77% |
| Less than 1 Year |
|
3.77% |
| Intermediate |
|
40.92% |
| 1 to 3 Years |
|
5.73% |
| 3 to 5 Years |
|
7.80% |
| 5 to 10 Years |
|
27.39% |
| Long Term |
|
55.09% |
| 10 to 20 Years |
|
21.62% |
| 20 to 30 Years |
|
32.46% |
| Over 30 Years |
|
1.01% |
| Other |
|
0.21% |
As of April 30, 2026