Fidelity Advisor Sust Trgt Dt 2010 A (FSUZX)
| Fund Assets | 1.27M |
| Expense Ratio | 0.66% |
| Min. Investment | $0.00 |
| Turnover | 15.00% |
| Dividend (ttm) | 0.39 |
| Dividend Yield | 3.19% |
| Dividend Growth | 35.19% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 11.47 |
| YTD Return | 4.56% |
| 1-Year Return | 9.40% |
| 5-Year Return | n/a |
| 52-Week Low | 10.85 |
| 52-Week High | 11.57 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSUZX
Fidelity Advisor Sustainable Target Date 2010 Fund – Class A is an open-end mutual fund designed to help investors save for retirement with a focus on sustainable investing. The fund follows a target date strategy centered around the year 2010, meaning it is primarily intended for individuals who retired around that year or are in retirement, with its asset allocation becoming more conservative over time. A distinctive feature of this fund is its integration of environmental, social, and governance (ESG) criteria—leveraging Fidelity’s proprietary ESG ratings and research to select underlying holdings that meet sustainability standards. This approach aims to address both retirement income needs and broader sustainability goals, reflecting growing demand for responsible investing. Managed by a team of experienced portfolio managers, the fund offers exposure to a diversified mix of asset classes—such as equities, fixed income, and cash equivalents—with a bias toward increased stability and reduced risk as the target date has passed. Overall, it plays a key role for investors seeking a blend of retirement income planning and sustainable investment principles within a professionally managed product.
Performance
FSUZX had a total return of 9.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.55%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.89% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 37.41% |
| Fidelity Salem Street Trust - FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | n/a | 19.69% |
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 13.98% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 10.17% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 5.11% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 5.05% |
| Fidelity Series Treasury Bill Index | FHQFX | 4.41% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 2.55% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 1.54% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.053 | May 18, 2026 |
| Dec 30, 2025 | $0.335 | Dec 31, 2025 |
| May 9, 2025 | $0.042 | May 12, 2025 |
| Dec 30, 2024 | $0.245 | Dec 31, 2024 |
| May 10, 2024 | $0.082 | May 13, 2024 |
| Dec 28, 2023 | $0.219 | Dec 29, 2023 |