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)	0.18
Dividend Yield	1.07%
Dividend Growth	34.07%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.85
YTD Return	15.45%
1-Year Return	23.17%
5-Year Return	n/a
52-Week Low	13.78
52-Week High	17.02
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.

• 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 23.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.47%.

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	$0.182	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

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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