Fidelity Advisor Sust Trgt Dt Ret M (FSUHX)

Fund Assets	1.40M
Expense Ratio	0.91%
Min. Investment	$0.00
Turnover	23.00%
Dividend (ttm)	0.28
Dividend Yield	2.50%
Dividend Growth	3.70%
Payout Frequency	Monthly
Ex-Dividend Date	Aug 7, 2026

Previous Close	11.21
YTD Return	4.48%
1-Year Return	7.25%
5-Year Return	n/a
52-Week Low	10.61
52-Week High	11.24
Beta (5Y)	n/a
Holdings	9
Inception Date	May 11, 2023

About FSUHX

Fidelity Advisor Sustainable Target Date Income Fund - Class M is a target date mutual fund designed primarily to deliver high current income, with capital appreciation as a secondary objective. The fund pursues a unique sustainable investment approach by allocating at least 80% of its assets to underlying Fidelity funds that emphasize environmental, social, and governance (ESG) criteria. These holdings may include Fidelity funds that directly invest in companies or government-related issuers with strong or improving sustainability practices, as well as index funds tracking ESG benchmarks, and select fixed-income instruments linked to positive ESG characteristics. By integrating these sustainable strategies, the fund aims to meet the long-term needs of investors—especially those at or nearing retirement—while also contributing to broader ESG goals. The fund's asset allocation and risk profile are aligned with the income-focused stage of a lifecycle strategy, making it a relevant choice for those seeking stability and sustainability in their retirement portfolios. Benchmarked against the Bloomberg US Aggregate Bond Index, this fund plays a significant role in advancing ESG integration within the target date fund universe and reflects Fidelity's commitment to responsible, diversified investment solutions.

• Fund Family: Fidelity
• Category: Target-Date Retirement
• Stock Exchange: NASDAQ
• Ticker Symbol: FSUHX
• Share Class: Class M
• Index: Index is not provided by Management Company

Performance

FSUHX had a total return of 7.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.22%.

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%
FSUDX	Fidelity Advisor Sustainable Target Date Retirement Fund	0.41%

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
Aug 7, 2026	$0.042	Aug 10, 2026
Jul 10, 2026	$0.007	Jul 13, 2026
Jun 5, 2026	$0.009	Jun 8, 2026
May 1, 2026	$0.009	May 4, 2026
Apr 1, 2026	$0.010	Apr 2, 2026
Mar 6, 2026	$0.008	Mar 9, 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:

Aug 28, 2026

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