Fidelity Sustainable Target Date Ret Fd (FSUDX)

Fund Assets	1.40M
Expense Ratio	0.43%
Min. Investment	$0.00
Turnover	23.00%
Dividend (ttm)	0.32
Dividend Yield	2.91%
Dividend Growth	-0.62%
Payout Frequency	Monthly
Ex-Dividend Date	Oct 2, 2026

Previous Close	11.00
YTD Return	3.44%
1-Year Return	4.32%
5-Year Return	n/a
52-Week Low	10.61
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.

• Fund Family: Fidelity
• Category: Target-Date Retirement
• Stock Exchange: Nasdaq
• Ticker Symbol: FSUDX
• Share Class: Fidelity Advisor Sustainable Target Date Retirement Fund

Performance

FSUDX had a total return of 4.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.01%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FSUWX	Class K6	0.21%
FSUOX	Class K	0.31%
FSULX	Fidelity Advisor Sustainable Target Date Retirement Fund: Class Z	0.31%
FSUJX	Fidelity Advisor Sustainable Target Date Retirement Fund: Class I	0.41%

Top Holdings

99.90% of assets

Name	Symbol	Weight
Fidelity Series Sustainable Invmt GrdBd	FIGDX	34.28%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx	FSTZX	22.57%
Fidelity Series Sustainable U.S. Market	FSUMX	14.80%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	10.22%
Fidelity Series Sustainable Emerg Mkts	FEMYX	6.38%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	5.00%
Fidelity Series Treasury Bill Index	FHQFX	4.04%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	1.49%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	1.12%

Dividend History

Ex-Dividend	Amount	Pay Date
Oct 2, 2026	$0.007	Oct 5, 2026
Sep 4, 2026	$0.011	Sep 8, 2026
Aug 7, 2026	$0.048	Aug 10, 2026
Jul 10, 2026	$0.011	Jul 13, 2026
Jun 5, 2026	$0.015	Jun 8, 2026
May 1, 2026	$0.013	May 4, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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