Fidelity Sustainable Target Date Ret Fd (FSUDX)
| Fund Assets | 1.40M |
| Expense Ratio | 0.41% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.35 |
| Dividend Yield | 3.15% |
| Dividend Growth | 6.04% |
| Payout Frequency | Monthly |
| Ex-Dividend Date | Jun 5, 2026 |
| Previous Close | 11.15 |
| YTD Return | 4.42% |
| 1-Year Return | 8.95% |
| 5-Year Return | n/a |
| 52-Week Low | 10.56 |
| 52-Week High | 11.25 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | n/a |
About FSUDX
Fidelity Sustainable Target Date Income Fund is an actively managed mutual fund designed to help investors seeking sustainable retirement income. As an income-focused target-date fund, it primarily serves individuals approaching or in retirement by providing a diversified mix of assets tailored to the needs of those no longer accumulating wealth, but instead prioritizing income and stability. This fund distinguishes itself through its commitment to sustainable investing: it allocates assets to underlying Fidelity funds rigorously selected for their environmental, social, and governance (ESG) criteria, utilizing Fidelity’s proprietary ESG research and ratings to guide investment choices. The structure features broad diversification across U.S. and international equities, government and corporate bonds, and inflation-protected securities, reflecting a strategy that balances income generation with risk mitigation. Its equity allocation emphasizes sustainability, with overweights in non-U.S. holdings, while the fixed-income portion includes sustainable investment-grade bonds and inflation-linked securities. This approach aims to address the evolving needs of retirees by responding to market conditions and ESG considerations. Managed by Fidelity’s experienced asset allocation team, the fund plays a significant role in the market for retirement solutions—offering an option tailored for investors who prioritize both responsible investing and financial stability in their post-retirement years.
Performance
FSUDX had a total return of 8.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.85%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 38.20% |
| Fidelity Salem Street Trust - FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | n/a | 22.51% |
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 12.07% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 9.32% |
| Fidelity Series Treasury Bill Index | FHQFX | 5.51% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 5.02% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 4.73% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 1.39% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 1.13% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 5, 2026 | $0.015 | Jun 8, 2026 |
| May 1, 2026 | $0.013 | May 4, 2026 |
| Apr 1, 2026 | $0.014 | Apr 2, 2026 |
| Mar 6, 2026 | $0.012 | Mar 9, 2026 |
| Feb 6, 2026 | $0.010 | Feb 9, 2026 |
| Dec 30, 2025 | $0.162 | Dec 31, 2025 |