Fidelity Sustainable Target Date 2055 K (FSZQX)
| Fund Assets | 10.01M |
| Expense Ratio | 0.39% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.26 |
| Dividend Yield | 1.55% |
| Dividend Growth | 24.39% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.48 |
| YTD Return | 13.20% |
| 1-Year Return | 24.49% |
| 5-Year Return | n/a |
| 52-Week Low | 13.47 |
| 52-Week High | 16.75 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FSZQX
Fidelity Sustainable Target Date 2055 Fund - Class K is a target-date mutual fund designed to help investors prepare for retirement around the year 2055. The fund's primary objective is to provide high current income, with capital appreciation as a secondary goal. It distinguishes itself through a strong focus on sustainability, investing at least 80% of its assets in underlying Fidelity funds that emphasize issuers with proven or improving environmental, social, and governance (ESG) characteristics. These underlying holdings may include both equity and fixed-income securities from U.S. and international issuers, with some allocation to government-related debt considered to have positive ESG aspects. The fund dynamically adjusts its asset allocation over time, gradually becoming more conservative as 2055 approaches. With a low expense ratio and active management, it is suitable for investors seeking a long-term, disciplined approach to retirement planning that also addresses sustainable investing priorities. The fund plays a role in fostering responsible investment within the broader industry by integrating ESG considerations into its portfolio construction and asset selection process.
Performance
FSZQX had a total return of 24.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.02%.
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 | $0.194 | 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 |