Fidelity Advisor Sust Trgt Dt 2050 M (FSZAX)

Fund Assets	13.84M
Expense Ratio	0.99%
Min. Investment	$0.00
Turnover	21.00%
Dividend (ttm)	0.14
Dividend Yield	0.82%
Dividend Growth	23.42%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.77
YTD Return	15.02%
1-Year Return	22.80%
5-Year Return	n/a
52-Week Low	13.75
52-Week High	16.94
Beta (5Y)	n/a
Holdings	5
Inception Date	May 11, 2023

About FSZAX

Fidelity Advisor Sustainable Target Date 2050 Fund Class M is a target-date mutual fund designed for investors planning to retire around the year 2050. This fund's principal goal is to achieve a high total return up to its target date by investing in a diversified portfolio that shifts asset allocation over time—gradually transitioning from higher exposure to growth-oriented assets, like equities, toward more income-focused and lower-risk investments as the retirement date approaches. A defining feature of the fund is its sustained emphasis on responsible investing: it primarily invests in underlying securities that meet rigorous proprietary Environmental, Social, and Governance (ESG) criteria, integrating both quantitative data and qualitative analysis into issuer evaluations. The fund actively avoids companies significantly involved in excluded industries based on sustainability principles. Managed by an experienced Fidelity team, it aligns its allocation with a pre-determined 'glide path,' and may be consolidated into a more income-oriented fund after the target date. Its structure provides participants with an integrated approach to long-term growth, risk management, and sustainability within a single investment vehicle, serving as a foundational solution for individuals' retirement planning needs.

• Fund Family: Fidelity
• Category: Target-Date 2050
• Stock Exchange: NASDAQ
• Ticker Symbol: FSZAX
• Share Class: Class M
• Index: Index is not provided by Management Company

Performance

FSZAX had a total return of 22.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.01%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FSZGX	Class K6	0.29%
FSZFX	Class K	0.39%
FSZCX	Fidelity Advisor Sustainable Target Date 2050 Fund: Class Z	0.39%
FSZBX	Fidelity Advisor Sustainable Target Date 2050 Fund: Class I	0.49%

Top Holdings

100.02% of assets

Name	Symbol	Weight
Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund	n/a	53.18%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	27.58%
Fidelity Series Sustainable Emerg Mkts	FEMYX	12.98%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	5.37%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	0.91%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.067	May 18, 2026
Dec 30, 2025	$0.138	Dec 31, 2025
May 9, 2025	$0.026	May 12, 2025
Dec 30, 2024	$0.125	Dec 31, 2024
Dec 28, 2023	$0.081	Dec 29, 2023

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 27, 2026

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