Fidelity Advisor Sust Trgt Dt 2050 I (FSZBX)
| Fund Assets | 13.12M |
| Expense Ratio | 0.50% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.20 |
| Dividend Yield | 1.38% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.37 |
| YTD Return | 16.89% |
| 1-Year Return | 16.93% |
| 5-Year Return | n/a |
| 52-Week Low | 10.98 |
| 52-Week High | 14.41 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSZBX
Fidelity Advisor Sustainable Target Date 2050 Fund Class I is a target-date mutual fund designed for investors who plan to retire around the year 2050. Its primary objective is to provide a high total return by investing primarily in other Fidelity funds that are selected based on positive environmental, social, and governance (ESG) characteristics. The fund employs a dynamic asset allocation strategy—starting with a growth-oriented mix of equities and gradually shifting to more conservative fixed-income assets as the target date approaches. This glide path is specifically tailored to balance growth and risk reduction over time, aligning with the changing financial needs of investors as they near retirement. Notably, the fund utilizes a proprietary ESG ratings process, combining both quantitative data and qualitative analysis from Fidelity’s research teams, in order to evaluate the sustainability practices and outlook of underlying issuers. The fund avoids investments in certain industries based on sustainable investing exclusion criteria. By incorporating global equity exposure, including U.S., developed international, and emerging markets, the fund seeks diversification while maintaining a focus on sustainability. This structure supports its role as a long-term retirement solution for individuals seeking to align future financial security with responsible investing principles.
Performance
FSZBX had a total return of 16.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.05%.
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 | $0.172 | Dec 31, 2024 |
| Dec 28, 2023 | $0.114 | Dec 29, 2023 |