Fidelity Advisor Sust Trgt Dt 2055 Z (FSZNX)
| Fund Assets | 10.01M |
| Expense Ratio | 0.40% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.22 |
| Dividend Yield | 1.45% |
| Dividend Growth | 22.65% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 15.29 |
| YTD Return | 3.87% |
| 1-Year Return | 19.98% |
| 5-Year Return | n/a |
| 52-Week Low | 10.82 |
| 52-Week High | 15.45 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSZNX
Fidelity Advisor Sustainable Target Date 2055 Fund Class Z is a target date mutual fund designed primarily to help investors plan for retirement with an anticipated horizon around the year 2055. Its primary function is to offer a diversified investment strategy that adjusts its asset allocation over time, becoming more conservative as the target retirement date approaches. The fund distinguishes itself through a focus on sustainability, investing primarily in underlying Fidelity funds that integrate environmental, social, and governance (ESG) criteria into their investment processes. As of late 2024, its portfolio consists mainly of domestic and international equity funds with a sustainability mandate, along with a modest allocation to bond and inflation-protected securities. By leveraging proprietary ESG research, the fund seeks to balance long-term growth objectives with the principles of responsible investing. This structure makes it relevant for investors who seek both potential capital appreciation and an emphasis on sustainability practices within their retirement strategies.
Performance
FSZNX had a total return of 19.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.22%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
100.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 51.46% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.29% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.57% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 6.31% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.38% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.194 | Dec 31, 2025 |
| May 9, 2025 | $0.028 | May 12, 2025 |
| Dec 30, 2024 | $0.177 | Dec 31, 2024 |
| May 10, 2024 | $0.004 | May 13, 2024 |
| Dec 28, 2023 | $0.118 | Dec 29, 2023 |