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)	0.36
Dividend Yield	3.19%
Dividend Growth	4.68%
Payout Frequency	Monthly
Ex-Dividend Date	Aug 7, 2026

Previous Close	11.21
YTD Return	4.79%
1-Year Return	7.79%
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 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.

• Fund Family: Fidelity
• Category: Target-Date Retirement
• Stock Exchange: NASDAQ
• Ticker Symbol: FSUWX
• Share Class: Class K6
• Index: Index is not provided by Management Company

Performance

FSUWX had a total return of 7.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.16%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
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%
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	$0.050	Aug 10, 2026
Jul 10, 2026	$0.012	Jul 13, 2026
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

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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