Fidelity Advisor Sust Trgt Dt 2055 A (FSZJX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
12.76
+0.25 (2.00%)
May 12, 2025, 9:47 AM EDT
7.86% (1Y)
Fund Assets | 4.28M |
Expense Ratio | 0.75% |
Min. Investment | $0.00 |
Turnover | n/a |
Dividend (ttm) | 0.15 |
Dividend Yield | 1.12% |
Dividend Growth | n/a |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 12.51 |
YTD Return | 3.97% |
1-Year Return | 10.72% |
5-Year Return | n/a |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 6 |
Inception Date | May 11, 2023 |
About FSZJX
The Fidelity Advisor Sust Trgt Dt 2055 A (FSZJX) seeks to achieve its objective by investing in underlying Fidelity funds that the Adviser believes have positive ESG characteristics.
Fund Family Fidelity
Category Target-Date 2055
Stock Exchange NASDAQ
Ticker Symbol FSZJX
Share Class Class A
Index Index is not provided by Management Company
Performance
FSZJX had a total return of 10.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.60%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.02% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Sustainable U.S. Market | FSUMX | 51.63% |
Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.09% |
Fidelity Series Sustainable Emerg Mkts | FEMYX | 13.65% |
Fidelity Salem Street Trust - Fidelity Series Long-Term Treasury Bond Index Fund | n/a | 5.58% |
Fidelity School Street Trust - Fidelity Series International Developed Markets Bond Index Fund | n/a | 1.02% |
Fidelity Series Sustainable Invmt GrdBd | FIGDX | 0.05% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 30, 2024 | $0.149 | Dec 31, 2024 |
May 10, 2024 | $0.004 | May 13, 2024 |
Dec 28, 2023 | $0.097 | Dec 29, 2023 |