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) | 0.20 |
| Dividend Yield | 1.16% |
| Dividend Growth | 30.67% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.36 |
| YTD Return | 12.02% |
| 1-Year Return | 22.94% |
| 5-Year Return | n/a |
| 52-Week Low | 13.40 |
| 52-Week High | 16.64 |
| 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.
Performance
FSZLX had a total return of 22.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.90%.
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 | $0.135 | 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 |