Fidelity Advisor Sust Trgt Dt Ret K6 (FSUWX)
| Fund Assets | 1.40M |
| Expense Ratio | 0.21% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.37 |
| Dividend Yield | 3.35% |
| Dividend Growth | 6.27% |
| Payout Frequency | Monthly |
| Ex-Dividend Date | Jun 5, 2026 |
| Previous Close | 11.15 |
| YTD Return | 4.51% |
| 1-Year Return | 9.16% |
| 5-Year Return | n/a |
| 52-Week Low | 10.56 |
| 52-Week High | 11.25 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | n/a |
About FSUWX
Fidelity Sustainable Target Date Income Fund - Class K6 is an actively managed target-date allocation mutual fund designed for retirement investors who are at or near retirement age. Its primary objective is to deliver high current income, with a secondary focus on capital appreciation, making it well-suited for individuals seeking to maintain and gradually grow savings during retirement years. The fund implements a sustainable investment strategy by investing in underlying funds with strong environmental, social, and governance (ESG) profiles, leveraging Fidelity’s proprietary ESG research and ratings. Notably, the fund is part of Fidelity’s Sustainable Target Date series, which integrates sustainable investing considerations into portfolio construction and management. As a "Target Date Income" fund, it represents the endpoint for other Fidelity Sustainable Target Date funds, into which assets are merged upon reaching their respective retirement dates. This structure provides ongoing professional management, broad diversification, and a glide path tailored for post-retirement income needs, aimed at supporting long-term retirement sustainability while aligning with responsible investing principles.
Performance
FSUWX had a total return of 9.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.38%.
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 | $0.018 | Jun 8, 2026 |
| May 1, 2026 | $0.014 | May 4, 2026 |
| Apr 1, 2026 | $0.016 | Apr 2, 2026 |
| Mar 6, 2026 | $0.014 | Mar 9, 2026 |
| Feb 6, 2026 | $0.011 | Feb 9, 2026 |
| Dec 30, 2025 | $0.166 | Dec 31, 2025 |