Fidelity Sustainable Target Date 2050 K6 (FSZGX)
| Fund Assets | 13.84M |
| Expense Ratio | 0.30% |
| Min. Investment | $0.00 |
| Turnover | 21.00% |
| Dividend (ttm) | 0.24 |
| Dividend Yield | 1.55% |
| Dividend Growth | 20.92% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 15.28 |
| YTD Return | 3.88% |
| 1-Year Return | 20.11% |
| 5-Year Return | n/a |
| 52-Week Low | 10.81 |
| 52-Week High | 15.44 |
| Beta (5Y) | n/a |
| Holdings | 7 |
| Inception Date | May 11, 2023 |
About FSZGX
Fidelity Sustainable Target Date 2050 Fund – Class K6 is a target-date mutual fund designed to help investors accumulate assets in preparation for retirement around the year 2050. The fund primarily aims for high total return through a diversified portfolio that gradually transitions its asset allocation, moving from higher-risk growth investments to more income-focused holdings as the target retirement date approaches. Notably, the fund integrates sustainable investment principles, employing exclusion criteria to avoid issuers significantly involved in activities such as fossil fuels, controversial weapons, and other sectors deemed inconsistent with environmental, social, or governance (ESG) considerations. Key characteristics include broad exposure to both domestic and international equities, as well as a mix of fixed income instruments, with approximately half of its assets typically allocated to international and U.S. stocks. This strategy supports long-term growth while aligning with the increasing demand for sustainable investment solutions. The fund is managed by Fidelity Investments, which applies active oversight to both asset allocation and security selection, aiming to provide investors with both capital appreciation and income over the fund’s lifecycle.
Performance
FSZGX had a total return of 20.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.46%.
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 Series Sustainable U.S. Market | FSUMX | 51.46% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.29% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.57% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 6.31% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.38% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 0.00% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.211 | Dec 31, 2025 |
| May 9, 2025 | $0.026 | May 12, 2025 |
| Dec 30, 2024 | $0.186 | Dec 31, 2024 |
| May 10, 2024 | $0.010 | May 13, 2024 |
| Dec 28, 2023 | $0.127 | Dec 29, 2023 |