Fidelity Advisor Sust Trgt Dt 2055 Z (FSZNX)

Fund Assets	10.01M
Expense Ratio	0.39%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.19
Dividend Yield	1.13%
Dividend Growth	18.40%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.97
YTD Return	16.20%
1-Year Return	24.14%
5-Year Return	n/a
52-Week Low	13.83
52-Week High	17.13
Beta (5Y)	n/a
Holdings	5
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.

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

Performance

FSZNX had a total return of 24.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.08%.

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%
FSZMX	Fidelity Advisor Sustainable Target Date 2055 Fund: Class I	0.49%
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	$0.194	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

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 28, 2026

Data Sources Report a data error