Fidelity Advisor Sust Trgt Dt Ret Z (FSULX)
| Fund Assets | 1.40M |
| Expense Ratio | 0.31% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.36 |
| Dividend Yield | 3.25% |
| Dividend Growth | 6.76% |
| Payout Frequency | Monthly |
| Ex-Dividend Date | Jun 5, 2026 |
| Previous Close | 11.15 |
| YTD Return | 4.19% |
| 1-Year Return | 8.77% |
| 5-Year Return | n/a |
| 52-Week Low | 10.56 |
| 52-Week High | 11.25 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSULX
Fidelity Advisor Sustainable Target Date 2050 Fund Class Z is a target date mutual fund designed to help investors plan for retirement with a targeted horizon around the year 2050. Its primary function is to seek high total return through a diversified portfolio that gradually shifts asset allocation over time, becoming more conservative as the fund approaches and passes its target date. What sets this fund apart is its focus on sustainable investing principles: it allocates at least 80% of its assets to securities with positive environmental, social, and governance (ESG) characteristics, as determined by Fidelity’s proprietary ESG ratings methodology. The fund employs exclusion criteria to avoid significant exposure to issuers engaged in certain sectors that may conflict with sustainability goals. Serving investors anticipating retirement near 2050, the fund plays a dual role in the market by offering both a systematic glide path of risk adjustment and a sustainability focus. This makes it significant for participants seeking to align their long-term retirement savings with broader ESG objectives, while benefiting from a professionally managed, multi-asset investment approach that adjusts strategically over time.
Performance
FSULX had a total return of 8.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.86%.
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 | $0.017 | Jun 8, 2026 |
| May 1, 2026 | $0.014 | May 4, 2026 |
| Apr 1, 2026 | $0.015 | Apr 2, 2026 |
| Mar 6, 2026 | $0.013 | Mar 9, 2026 |
| Feb 6, 2026 | $0.010 | Feb 9, 2026 |
| Dec 30, 2025 | $0.164 | Dec 31, 2025 |