Fidelity Advisor Sust Trgt Dt 2055 A (FSZJX)
| Fund Assets | 10.01M |
| Expense Ratio | 0.74% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.24 |
| Dividend Yield | 1.40% |
| Dividend Growth | 37.29% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.38 |
| YTD Return | 12.91% |
| 1-Year Return | 24.04% |
| 5-Year Return | n/a |
| 52-Week Low | 13.42 |
| 52-Week High | 16.65 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FSZJX
Fidelity Advisor Sustainable Target Date 2055 Fund - Class A is a target-date mutual fund designed primarily for individuals planning to retire around the year 2055. The fund employs a diversified, asset-allocation strategy that automatically adjusts its portfolio mix over time, shifting from higher-growth investments in the early years to more conservative assets as the target retirement date approaches. What distinguishes this fund is its dedicated focus on sustainable investing—integrating environmental, social, and governance (ESG) criteria throughout its investment process. The fund draws on Fidelity’s proprietary ESG research and ratings, ensuring that portfolio companies align with long-term sustainability considerations and responsible business practices. Managed by an experienced team, the fund leverages Fidelity’s established expertise in both target-date strategies and sustainable investment research. Its role in the financial market is to provide a professionally managed, retirement-oriented solution for investors seeking growth, diversification, and a focus on sustainability as part of their long-term financial planning.
Performance
FSZJX had a total return of 24.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.54%.
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 | $0.182 | Dec 31, 2025 |
| May 9, 2025 | $0.028 | May 12, 2025 |
| Dec 30, 2024 | $0.149 | Dec 31, 2024 |
| May 10, 2024 | $0.004 | May 13, 2024 |
| Dec 28, 2023 | $0.097 | Dec 29, 2023 |