Fidelity Sustainable Target Date 2050 K (FSZFX)

Fund Assets	13.84M
Expense Ratio	0.39%
Min. Investment	$0.00
Turnover	21.00%
Dividend (ttm)	0.20
Dividend Yield	1.20%
Dividend Growth	21.74%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.54
YTD Return	12.94%
1-Year Return	17.07%
5-Year Return	n/a
52-Week Low	14.08
52-Week High	17.05
Beta (5Y)	n/a
Holdings	5
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.

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

Performance

FSZFX had a total return of 17.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.22%.

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%
FSZCX	Fidelity Advisor Sustainable Target Date 2050 Fund: Class Z	0.39%
FSZBX	Fidelity Advisor Sustainable Target Date 2050 Fund: Class I	0.49%
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	$0.082	May 18, 2026
Dec 30, 2025	$0.197	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

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 17, 2026

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