Fidelity Advisor Sust Trgt Dt 2055 C (FSZKX)
| Fund Assets | 10.01M |
| Expense Ratio | 1.49% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.16 |
| Dividend Yield | 0.98% |
| Dividend Growth | 34.45% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.23 |
| YTD Return | 11.75% |
| 1-Year Return | 22.41% |
| 5-Year Return | n/a |
| 52-Week Low | 13.32 |
| 52-Week High | 16.52 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FSZKX
Fidelity Advisor Sustainable Target Date 2055 Fund – Class C is a mutual fund designed to help investors save for retirement with a target date of 2055. Its primary goal is to provide high current income while also pursuing long-term capital appreciation. The fund employs a "fund of funds" structure, investing in underlying Fidelity-managed mutual funds that are selected with a focus on sustainability. This strategy integrates proprietary environmental, social, and governance (ESG) research, prioritizing companies and investments demonstrating strong sustainability characteristics. Key features include a diversified mix of equity, fixed income, and alternative asset classes that automatically adjust over time, gradually shifting from greater growth exposure in early years to more conservative allocations as the target date approaches. This evolving asset allocation is designed to match the anticipated retirement timeline and risk tolerance of investors planning to retire around 2055. The fund stands out for its commitment to sustainable investing practices across sectors, leveraging Fidelity’s deep ESG expertise and research platform. As part of the broader Fidelity Sustainable Target Date series, it plays a significant role in providing retirement solutions for investors who seek to align their long-term savings with responsible investment principles.
Performance
FSZKX had a total return of 22.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.22%.
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 | $0.099 | Dec 31, 2025 |
| May 9, 2025 | $0.028 | May 12, 2025 |
| Dec 30, 2024 | $0.091 | Dec 31, 2024 |
| May 10, 2024 | $0.004 | May 13, 2024 |
| Dec 28, 2023 | $0.046 | Dec 29, 2023 |