Fidelity Sustainable Target Date 2055 K (FSZQX)

Fund Assets	16.59M
Expense Ratio	0.407%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.19
Dividend Yield	1.16%
Dividend Growth	18.40%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.53
YTD Return	13.27%
1-Year Return	17.39%
5-Year Return	n/a
52-Week Low	14.07
52-Week High	17.13
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.

• Fund Family: Fidelity
• Category: Target-Date 2055
• Stock Exchange: Nasdaq
• Ticker Symbol: FSZQX
• Share Class: Class K
• Index: Index is not provided by Management Company

Performance

FSZQX had a total return of 17.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.32%.

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%
FSZNX	Fidelity Advisor Sustainable Target Date 2055 Fund: Class Z	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 Series Sustainable U.S. Market	FSUMX	54.30%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	27.97%
Fidelity Series Sustainable Emerg Mkts	FEMYX	15.29%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	1.99%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	0.48%

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:

Oct 16, 2026

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