Fidelity Advisor Sust Trgt Dt 2050 I (FSZBX)

Fund Assets	13.84M
Expense Ratio	0.486%
Min. Investment	$0.00
Turnover	21.00%
Dividend (ttm)	0.19
Dividend Yield	1.13%
Dividend Growth	17.72%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.44
YTD Return	12.86%
1-Year Return	16.92%
5-Year Return	n/a
52-Week Low	14.06
52-Week High	17.03
Beta (5Y)	n/a
Holdings	5
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.

• Fund Family: Fidelity
• Category: Target-Date 2050
• Stock Exchange: Nasdaq
• Ticker Symbol: FSZBX
• Share Class: Class I
• Index: Index is not provided by Management Company

Performance

FSZBX had a total return of 16.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.08%.

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%
FSYYX	Fidelity Advisor Sustainable Target Date 2050 Fund: Class A	0.74%

Top Holdings

100.03% of assets

Name	Symbol	Weight
Fidelity Series Sustainable U.S. Market	FSUMX	53.21%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	27.44%
Fidelity Series Sustainable Emerg Mkts	FEMYX	15.02%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	3.51%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	0.86%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.078	May 18, 2026
Dec 30, 2025	$0.187	Dec 31, 2025
May 9, 2025	$0.026	May 12, 2025
Dec 30, 2024	$0.172	Dec 31, 2024
Dec 28, 2023	$0.114	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:

Oct 16, 2026

Data Sources Report a data error