Fidelity Sustainable Target Date 2055 (FSZHX)

Fund Assets	10.01M
Expense Ratio	0.49%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.19
Dividend Yield	1.14%
Dividend Growth	17.18%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.90
YTD Return	15.63%
1-Year Return	23.71%
5-Year Return	n/a
52-Week Low	13.80
52-Week High	17.07
Beta (5Y)	n/a
Holdings	5
Inception Date	n/a

About FSZHX

Fidelity Sustainable Target Date 2055 Fund is a target-date mutual fund designed primarily for investors planning to retire around the year 2055. The fund employs a diversified, evolving asset allocation strategy that gradually shifts from higher equity exposure to more conservative investments as the target date approaches. Distinctively, it integrates environmental, social, and governance (ESG) criteria into its investment process, drawing on Fidelity’s proprietary sustainable research and ESG ratings to select underlying investments. The fund seeks to provide high total return until the retirement date, and after that point, it prioritizes high current income, with capital appreciation as a secondary goal. By focusing on sustainability, the fund aims to support investors who wish to align their retirement savings with responsible investment practices. It invests across U.S. and international equities and fixed-income securities, primarily via underlying Fidelity sustainable funds. The fund plays a significant role in the market as part of the growing category of sustainable target-date funds, merging traditional retirement planning objectives with a commitment to ESG considerations.

• Fund Family: Fidelity
• Category: Target-Date 2055
• Stock Exchange: NASDAQ
• Ticker Symbol: FSZHX

Performance

FSZHX had a total return of 23.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.87%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FSZRX	Class K6	0.29%
FSZQX	Class K	0.39%
FSZNX	Fidelity Advisor Sustainable Target Date 2055 Fund: Class Z	0.39%
FSZMX	Fidelity Advisor Sustainable Target Date 2055 Fund: Class I	0.49%

Top Holdings

100.03% of assets

Name	Symbol	Weight
Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund	n/a	53.96%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	27.96%
Fidelity Series Sustainable Emerg Mkts	FEMYX	13.17%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	4.41%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	0.52%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.061	May 18, 2026
Dec 30, 2025	$0.192	Dec 31, 2025
May 9, 2025	$0.028	May 12, 2025
Dec 30, 2024	$0.177	Dec 31, 2024
May 10, 2024	$0.006	May 13, 2024
Dec 28, 2023	$0.122	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:

Aug 27, 2026

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