Fidelity Sustainable Target Date 2050 K6 (FSZGX)

Fund Assets	13.84M
Expense Ratio	0.296%
Min. Investment	$0.00
Turnover	21.00%
Dividend (ttm)	0.21
Dividend Yield	1.27%
Dividend Growth	22.09%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.46
YTD Return	13.05%
1-Year Return	17.13%
5-Year Return	n/a
52-Week Low	14.08
52-Week High	17.06
Beta (5Y)	n/a
Holdings	5
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.

• Fund Family: Fidelity
• Category: Target-Date 2050
• Stock Exchange: Nasdaq
• Ticker Symbol: FSZGX
• Share Class: Class K6
• Index: Index is not provided by Management Company

Performance

FSZGX had a total return of 17.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.36%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FSZFX	Class K	0.39%
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	$0.086	May 18, 2026
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

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

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