Fidelity Advisor Sust Trgt Dt 2055 M (FSZLX)

Fund Assets	10.01M
Expense Ratio	0.99%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.13
Dividend Yield	0.80%
Dividend Growth	24.07%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.82
YTD Return	15.24%
1-Year Return	23.10%
5-Year Return	n/a
52-Week Low	13.75
52-Week High	16.99
Beta (5Y)	n/a
Holdings	5
Inception Date	May 11, 2023

About FSZLX

Fidelity Advisor Sustainable Target Date 2055 Fund Class M is a target date mutual fund designed to help investors save for retirement with a projected retirement year near 2055. The fund primarily focuses on sustainable investing, incorporating environmental, social, and governance (ESG) factors into its portfolio construction. It invests in a mix of underlying Fidelity funds, with a significant allocation to both domestic and international equity funds, supplemented by select bond funds for diversification. As of March 2025, the fund's largest holdings include the Fidelity Series Sustainable U.S. Market Fund and the Fidelity Series Sustainable Non-U.S. Developed Markets Fund, reflecting its commitment to sustainability and global diversification. The fund's glide path adjusts asset allocation over time, gradually reducing risk exposure as the target retirement date approaches. As part of Fidelity’s suite of sustainable target date offerings, this fund exemplifies a strategy that merges retirement planning with a comprehensive approach to sustainable investing, leveraging proprietary ESG research and asset allocation expertise to address the evolving preferences of modern retirement savers.

• Fund Family: Fidelity
• Category: Target-Date 2055
• Stock Exchange: NASDAQ
• Ticker Symbol: FSZLX
• Share Class: Class M
• Index: Index is not provided by Management Company

Performance

FSZLX had a total return of 23.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.10%.

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	$0.135	Dec 31, 2025
May 9, 2025	$0.028	May 12, 2025
Dec 30, 2024	$0.122	Dec 31, 2024
May 10, 2024	$0.004	May 13, 2024
Dec 28, 2023	$0.081	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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