Fidelity Advisor Sust Trgt Dt 2050 Z (FSZCX)
| Fund Assets | 13.84M |
| Expense Ratio | 0.39% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.29 |
| Dividend Yield | 1.73% |
| Dividend Growth | 41.79% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.41 |
| YTD Return | 12.95% |
| 1-Year Return | 24.21% |
| 5-Year Return | n/a |
| 52-Week Low | 13.47 |
| 52-Week High | 16.68 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FSZCX
Fidelity Advisor Sustainable Target Date 2050 Fund – Class Z is a target-date mutual fund designed for investors planning to retire around the year 2050. The fund’s primary objective is to provide high total return up to its target date, after which it emphasizes seeking high current income as its secondary goal. It distinguishes itself by adopting a sustainable investment approach: the portfolio is built primarily using sustainable building blocks, integrating Fidelity’s proprietary environmental, social, and governance (ESG) research and ratings throughout its investment process. This makes the fund notable for investors interested in aligning their retirement savings with broader ESG values. The fund is managed by a team with experience in both target-date investing and sustainable strategies, leveraging Fidelity’s extensive asset allocation and sustainable investment expertise. Within the financial market, the fund serves as a comprehensive solution for long-term retirement planning, offering systematic diversification and a gradual shift from growth-oriented securities toward more income-focused assets as the target date approaches, all with an ESG-centric approach.
Performance
FSZCX had a total return of 24.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.92%.
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 | $0.082 | May 18, 2026 |
| Dec 30, 2025 | $0.203 | Dec 31, 2025 |
| May 9, 2025 | $0.026 | May 12, 2025 |
| Dec 30, 2024 | $0.175 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.121 | Dec 29, 2023 |