Fidelity Sustainable Target Date 2055 (FSZHX)
| Fund Assets | 10.01M |
| Expense Ratio | 0.49% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.54% |
| Dividend Growth | 23.41% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.42 |
| YTD Return | 13.10% |
| 1-Year Return | 24.40% |
| 5-Year Return | n/a |
| 52-Week Low | 13.44 |
| 52-Week High | 16.69 |
| 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.
Performance
FSZHX had a total return of 24.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.94%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
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 |