Fidelity Advisor Sust Trgt Dt 2050 C (FSYZX)
| Fund Assets | 13.12M |
| Expense Ratio | 1.50% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.10 |
| Dividend Yield | 0.72% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.23 |
| YTD Return | 16.04% |
| 1-Year Return | 14.95% |
| 5-Year Return | n/a |
| 52-Week Low | 10.92 |
| 52-Week High | 14.26 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSYZX
Fidelity Advisor Sustainable Target Date 2050 Fund - Class C is a target date mutual fund designed for investors planning to retire around the year 2050. Its primary function is to offer a diversified investment approach that automatically adjusts its asset allocation over time: starting with a higher exposure to equities for growth potential during the early years and gradually shifting toward more conservative investments like bonds as the target retirement date approaches. This Fund integrates environmental, social, and governance (ESG) criteria into its investment strategy, seeking to invest in companies and issuers with lower carbon risk and a strong focus on sustainability. It serves individuals, retirement plans, and institutional investors aiming to balance long-term growth objectives with responsible investment practices. The Fund is managed by Fidelity's experienced team and is notable for its systematic glide path, strong process and personnel, and a commitment to sustainable investing, making it a relevant option for those who prioritize both retirement planning and sustainable portfolio choices.
Performance
FSYZX had a total return of 14.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.53%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 50.83% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.96% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.57% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 6.28% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.37% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.026 | May 12, 2025 |
| Dec 30, 2024 | $0.076 | Dec 31, 2024 |
| Dec 28, 2023 | $0.049 | Dec 29, 2023 |