Fidelity Advisor Sust Trgt Dt 2055 I (FSZMX)

Fund Assets	10.01M
Expense Ratio	0.49%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.24
Dividend Yield	1.42%
Dividend Growth	20.00%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.94
YTD Return	15.67%
1-Year Return	23.71%
5-Year Return	n/a
52-Week Low	13.82
52-Week High	17.11
Beta (5Y)	n/a
Holdings	5
Inception Date	May 11, 2023

About FSZMX

Fidelity Advisor Sustainable Target Date 2055 Fund Class I is a target-date mutual fund designed to help investors save for retirement with a focus on sustainability. The primary function of this fund is to provide a diversified investment solution that gradually shifts its asset allocation from higher-growth investments, such as equities, toward more conservative assets as the year 2055 approaches—the assumed retirement date for investors in this fund. A distinguishing feature of this fund is its integration of environmental, social, and governance (ESG) considerations throughout the investment process, utilizing Fidelity’s proprietary sustainable investment research and ESG ratings to select dedicated sustainable building blocks. This approach seeks to align the fund's portfolio with responsible investing principles while leveraging Fidelity’s extensive experience and research in target date and asset allocation strategies. Managed by an experienced team, the fund aims to deliver a balance of long-term capital growth and, eventually, income for future retirees, positioning itself as a comprehensive solution for participants seeking sustainability alongside retirement planning needs in the evolving financial landscape.

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

Performance

FSZMX had a total return of 23.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.82%.

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%
FSZJX	Fidelity Advisor Sustainable Target Date 2055 Fund: Class A	0.74%

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	$0.179	Dec 31, 2025
May 9, 2025	$0.028	May 12, 2025
Dec 30, 2024	$0.172	Dec 31, 2024
May 10, 2024	$0.004	May 13, 2024
Dec 28, 2023	$0.111	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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