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) | 0.15 |
| Dividend Yield | 0.99% |
| Dividend Growth | 35.76% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.32 |
| YTD Return | 12.62% |
| 1-Year Return | 23.45% |
| 5-Year Return | n/a |
| 52-Week Low | 13.40 |
| 52-Week High | 16.59 |
| 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.
Performance
FSZAX had a total return of 23.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.08%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
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 |