Fidelity Sustainable Target Date 2050 K (FSZFX)
| Fund Assets | 13.12M |
| Expense Ratio | 0.40% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.20 |
| Dividend Yield | 1.39% |
| Dividend Growth | 62.10% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.43 |
| YTD Return | 16.96% |
| 1-Year Return | 17.14% |
| 5-Year Return | n/a |
| 52-Week Low | 10.99 |
| 52-Week High | 14.43 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSZFX
Fidelity Sustainable Target Date 2050 Fund – Class K is a target date mutual fund designed to help investors accumulate retirement savings with a focus on sustainability. The fund aims to deliver a high total return until the year 2050, aligning its investment strategy with the long-term needs of individuals planning to retire around that date. Following the target date, the fund shifts its objective to prioritize high current income while maintaining capital appreciation as a secondary goal. Notably, the fund employs a comprehensive sustainable investing approach, utilizing underlying funds that integrate environmental, social, and governance (ESG) considerations, and drawing upon Fidelity’s proprietary sustainable investment research and ESG ratings. This focus positions the fund for participants seeking to align their retirement investments with sustainable values. Managed by an experienced team, the fund supports retirement portfolios by providing diversification through a mix of asset classes adjusted over time, emphasizing both risk management and responsible investing principles in the evolving landscape of target date solutions.
Performance
FSZFX had a total return of 17.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.19%.
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 | $0.175 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.121 | Dec 29, 2023 |