Fidelity Advisor Sust Trgt Dt Ret C (FSUFX)
| Fund Assets | 1.40M |
| Expense Ratio | 1.41% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.24 |
| Dividend Yield | 2.19% |
| Dividend Growth | 8.93% |
| Payout Frequency | Monthly |
| Ex-Dividend Date | Jun 5, 2026 |
| Previous Close | 11.14 |
| YTD Return | 3.90% |
| 1-Year Return | 7.88% |
| 5-Year Return | n/a |
| 52-Week Low | 10.55 |
| 52-Week High | 11.24 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSUFX
Fidelity Advisor Sustainable Target Date 2035 Fund Class C is a target-date mutual fund designed to help investors plan for retirement around the year 2035. The fund strategically allocates its assets among a mix of stocks, bonds, and other investments, adjusting its risk profile to become more conservative as the target retirement date approaches. What sets this fund apart is its focus on sustainability: it seeks to invest in companies and issuers that demonstrate strong environmental, social, and governance (ESG) characteristics, aligning with broader responsible investment trends. The fund’s dynamic allocation aims to balance growth and income, adapting to evolving market conditions and the changing needs of investors as they approach retirement age. This makes it particularly relevant for those who prioritize both long-term financial planning and sustainable investing principles. By blending asset classes and emphasizing sustainable criteria, the fund plays a significant role within the growing segment of ESG-oriented target-date solutions in the retirement planning landscape.
Performance
FSUFX had a total return of 7.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.10%.
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 | $0.003 | Jun 8, 2026 |
| May 1, 2026 | $0.005 | May 4, 2026 |
| Apr 1, 2026 | $0.005 | Apr 2, 2026 |
| Mar 6, 2026 | $0.004 | Mar 9, 2026 |
| Feb 6, 2026 | $0.002 | Feb 9, 2026 |
| Dec 30, 2025 | $0.142 | Dec 31, 2025 |