FSXVX

Active

Fidelity Sustainable Target Date 2040 Fund

Category: Other (5,046 funds)

Expense Ratio

0.38%

Annual Cost per $10K

$38.00

30-Year Fee Drag per $10K

$7,706

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+17.67%

Asset Allocation

US Equity

41%

Intl Equity

39%

US Bond

14%

Intl Bond

Cash

Fee Comparison

FSXVX

0.38%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

62% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+47.45%29 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FSXVX at 0.38%$342,082

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$38,531

Cost vs index fund−$35,342

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
FSXVX	Fidelity Sustainable Target Date 2040 Fund	0.38%	+17.67%	—	—
FFFFX	Fidelity Freedom 2040 Fund	0.63%	+19.81%	+19.27%	+12.78%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+17.33%	+17.14%	+11.19%
VTIVX	VANGUARD TARGET RETIREMENT 2045 FUND	0.08%	+18.60%	+18.32%	+12.30%
FAVOX	Fidelity Freedom Index 2040 Fund	0.12%	+18.15%	—	—
VTTHX	VANGUARD TARGET RETIREMENT 2035 FUND	0.08%	+16.09%	+15.94%	+10.07%
FFPCX	Fidelity Freedom 2035 Fund	0.59%	—	—	—
VASGX	VANGUARD LIFESTRATEGY GROWTH FUND	0.14%	+19.20%	+17.92%	+11.51%
VFIFX	VANGUARD TARGET RETIREMENT 2050 FUND	0.08%	+19.94%	+19.27%	+12.86%
FAFFX	Fidelity Advisor Freedom 2040 Fund	0.63%	-6.32%	-31.84%	-39.51%
FAVPX	Fidelity Freedom Index 2045 Fund	0.05%	+19.64%	—	—
FMQRX	Franklin Mutual Quest Fund	0.72%	+16.75%	+13.02%	+10.98%
VFFVX	VANGUARD TARGET RETIREMENT 2055 FUND	0.08%	+19.92%	+19.25%	+12.86%
FAVQX	Fidelity Freedom Index 2050 Fund	0.04%	+19.62%	—	—
FWCGX	Capital World Growth & Income Fund	0.47%	+15.91%	+18.35%	+12.38%
FAVRX	Fidelity Freedom Index 2055 Fund	0.08%	+19.71%	—	—
FFFGX	Fidelity Freedom 2045 Fund	0.65%	+21.36%	+20.25%	+13.36%
AAAAX	DWS RREEF Real Assets Fund	0.89%	+6.56%	+7.34%	+8.28%
FFFHX	Fidelity Freedom 2050 Fund	0.65%	+21.40%	+20.26%	+13.34%
FFBTX	Fidelity Freedom Blend 2040 Fund	0.47%	+19.28%	+19.05%	—
VTTSX	VANGUARD TARGET RETIREMENT 2060 FUND	0.08%	+19.88%	+19.25%	+12.85%
SSDLX	State Street Target Retirement 2050 Fund	0.09%	+19.17%	+18.20%	+11.57%
FCTKX	Fidelity Freedom 2055 Fund	0.45%	+21.68%	+20.59%	+13.65%
FAVUX	Fidelity Freedom Index 2060 Fund	0.08%	+19.67%	—	—
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+14.80%	+14.74%	+8.95%
SSCQX	State Street Target Retirement 2040 Fund	0.09%	+17.40%	+16.78%	+10.39%
FFBRX	Fidelity Freedom Blend 2035 Fund	0.47%	+16.53%	+16.68%	—
FDKVX	Fidelity Freedom 2060 Fund	0.45%	+21.43%	+20.27%	+13.35%
EAGRX	First Eagle Global Fund	1.10%	+5.76%	+6.49%	—
FAVNX	Fidelity Freedom Index 2035 Fund	0.05%	+15.63%	—	—
VLXVX	VANGUARD TARGET RETIREMENT 2065 FUND	0.08%	+19.85%	+19.25%	+12.87%
TLPRX	Nuveen Lifecycle Index 2040 Fund	0.25%	+11.83%	+14.26%	+9.44%
FATHX	Fidelity Advisor Freedom 2035 Fund	0.65%	-8.41%	-33.23%	-40.51%
FSAMX	Strategic Advisers Emerging Markets Fund	0.49%	+17.63%	+12.50%	+5.51%
RGTTX	Aggressive Strategy Fund	0.89%	—	—	—
TLMPX	Nuveen Lifecycle Index 2045 Fund	0.35%	+12.74%	+15.20%	+10.35%
SSDYX	State Street Target Retirement 2060 Fund	0.09%	+19.56%	+18.40%	+11.68%
FAVVX	Fidelity Freedom Index 2065 Fund	0.08%	+19.74%	—	—
FFFEX	Fidelity Freedom 2030 Fund	0.61%	+15.35%	+14.88%	+8.92%
PDARX	Diversified Real Asset Fund	1.23%	+6.65%	+4.23%	+7.01%
VSMGX	VANGUARD LIFESTRATEGY MODERATE GROWTH FUND	0.13%	+15.80%	+14.79%	+8.58%
TRZRX	T. Rowe Price Real Assets Fund, Inc.	0.65%	+18.69%	+13.39%	+13.51%
QCSTFX	College Retirement Equities Fund - Stock Account	—	+18.92%	+20.20%	—
FTGFX	Templeton Growth Fund, Inc.	1.03%	+11.76%	+16.34%	+9.48%
FFNOX	Fidelity Multi-Asset Index Fund	0.11%	+13.40%	+14.96%	+10.03%
DOXWX	Dodge & Cox Global Stock Fund	0.52%	+17.72%	+18.34%	—
FFBUX	Fidelity Freedom Blend 2045 Fund	0.27%	+20.64%	+19.98%	—
FCGLX	Fidelity Advisor Freedom 2045 Fund	0.65%	+20.91%	+20.04%	+13.12%
FFPKX	Fidelity Freedom 2065 Fund	0.45%	—	—	—
PTDAX	Principal LifeTime 2040 Fund	0.76%	+14.17%	+15.18%	+9.97%
TCLOX	Nuveen Lifecycle 2040 Fund	0.50%	+9.79%	+13.36%	+8.78%
AGVDX	American Funds Global Insight Fund	1.53%	+19.01%	+17.55%	+11.08%
FFBWX	Fidelity Freedom Blend 2050 Fund	0.20%	+20.71%	+20.00%	—
FLPCX	Fidelity Low-Priced Stock Fund	1.40%	-13.83%	—	—
TLLIX	Nuveen Lifecycle Index 2050 Fund	0.18%	+13.36%	+15.81%	+10.82%
YAFFX	AMG Yacktman Focused Fund	1.25%	+17.04%	+13.48%	+13.14%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	0.06%	+22.33%	+21.23%	+14.51%
FBGLX	Fidelity Advisor Freedom 2055 Fund	0.46%	+20.97%	+20.02%	+13.12%
SSFKX	State Street Target Retirement 2065 Fund	0.09%	+19.41%	+18.34%	+11.57%
FFBZX	Fidelity Freedom Blend 2055 Fund	0.37%	+20.76%	+20.03%	—
VGWAX	VANGUARD GLOBAL WELLINGTON FUND	0.43%	+7.32%	+11.22%	+8.54%
BOTZ	Global X Robotics & Artificial Intelligence ETF	0.68%	+7.05%	+17.80%	+4.67%
FFFLX	Fidelity Advisor Freedom 2050 Fund	1.19%	-5.12%	-31.30%	-39.23%
GMWAX	GMO Global Asset Allocation Fund	0.79%	+11.27%	+12.57%	+7.31%
TTIIX	Nuveen Lifecycle Index 2055 Fund	0.25%	+13.51%	+16.01%	+10.99%
VSVNX	VANGUARD TARGET RETIREMENT 2070 FUND	0.08%	+19.82%	+19.26%	—
QCGLFX	College Retirement Equities Fund - Global Equities Account	—	+19.54%	+21.44%	—
ACWI	iShares MSCI ACWI ETF	0.32%	+22.76%	+21.69%	+14.63%
LTRDX	Principal LifeTime 2045 Fund	0.86%	+15.28%	+16.29%	+10.94%
PCGJX	SAM Conservative Growth Portfolio	0.94%	+15.17%	+16.87%	+11.41%
TCIIX	Nuveen Lifecycle 2035 Fund	0.56%	+9.14%	+12.18%	+7.95%
MGORX	Global Opportunity Portfolio	0.85%	+21.12%	+31.76%	+8.73%
FLKSX	Fidelity Low-Priced Stock K6 Fund	0.50%	+9.64%	+12.18%	+14.14%
TLYIX	Nuveen Lifecycle Index 2035 Fund	0.18%	+10.73%	+12.86%	+8.37%
FDKPX	Fidelity Advisor Freedom 2060 Fund	0.69%	-5.06%	-31.29%	-39.21%
APDGX	Artisan Global Value Fund	1.12%	+28.49%	+24.81%	+17.54%
RMGRX	Multi-Asset Strategy Fund	0.72%	—	—	—
AGGPX	MFS Aggressive Growth Allocation Fund	0.69%	+10.90%	+13.58%	—
BIALX	Brown Advisory Global Leaders Fund	0.76%	+13.57%	+19.66%	+12.51%
TRNEX	T. Rowe Price New Era Fund	0.57%	+11.74%	+8.23%	+15.19%
FCLSX	Fidelity Flex Freedom Blend 2040 Fund	0.00%	+19.41%	+19.34%	+12.84%
IDXKX	VOYA INDEX SOLUTION 2040 PORTFOLIO	0.74%	+16.81%	+16.78%	+11.16%
TRGLX	T. Rowe Price Global Stock Fund	0.66%	+24.68%	+22.82%	+11.64%
SWERX	Schwab Target 2040 Fund	0.49%	+17.13%	+17.20%	+10.93%
FAUYX	Fidelity Freedom Index 2030 Fund	0.05%	+14.06%	—	—
FSXWX	Fidelity Sustainable Target Date 2040 Fund	0.38%	-7.36%	—	—
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	0.46%	+12.78%	+5.19%	+14.35%
OIH	VanEck Oil Services ETF	0.35%	-3.60%	-3.17%	+23.68%
RQTTX	Equity Aggressive Strategy Fund	0.91%	—	—	—
TTFIX	Nuveen Lifecycle 2045 Fund	0.68%	+10.73%	+14.58%	+9.87%
YACKX	AMG Yacktman Fund$1M min	0.62%	+15.37%	+13.06%	+13.89%
MAGEX	MFS Growth Allocation Fund	1.19%	+9.74%	+11.71%	+8.24%
ACWV	iShares MSCI Global Min Vol Factor ETF	0.20%	+7.48%	+10.42%	+7.35%
RBAIX	T. Rowe Price Balanced Fund, Inc.	0.47%	+14.42%	+15.72%	+9.60%
CBHAX	Victory Market Neutral Income Fund	0.76%	+5.44%	+5.28%	+3.22%
PGRNX	Impax Global Environmental Markets Fund	1.14%	+11.62%	+19.44%	+7.74%
FTWRX	Templeton World Fund	1.05%	+14.62%	+20.53%	+10.77%
FFBPX	Fidelity Freedom Blend 2030 Fund	0.36%	+15.03%	+14.75%	—
RGLRX	Global Equity Fund	0.81%	—	—	—
FGOMX	Strategic Advisers Fidelity Emerging Markets Fund	0.32%	+17.35%	+12.63%	+5.92%
SEQUX	Sequoia Fund Inc	1.00%	+27.75%	+26.17%	+14.52%

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