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)	0.35
Dividend Yield	3.10%
Dividend Growth	4.82%
Payout Frequency	Monthly
Ex-Dividend Date	Aug 7, 2026

Previous Close	11.22
YTD Return	4.84%
1-Year Return	7.60%
5-Year Return	n/a
52-Week Low	10.62
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.

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

Performance

FSULX had a total return of 7.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.77%.

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%
FSUDX	Fidelity Advisor Sustainable Target Date Retirement Fund	0.41%
FSUJX	Fidelity Advisor Sustainable Target Date Retirement Fund: Class I	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	$0.049	Aug 10, 2026
Jul 10, 2026	$0.012	Jul 13, 2026
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

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

Data Sources Report a data error