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 | 1.45% |
| Dividend Growth | 20.00% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.46 |
| YTD Return | 12.32% |
| 1-Year Return | 23.69% |
| 5-Year Return | n/a |
| 52-Week Low | 13.46 |
| 52-Week High | 16.73 |
| 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.
Performance
FSZMX had a total return of 23.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.62%.
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 | $0.179 | 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 |