Fidelity Sustainable Target Date 2055 K6 (FSZRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.80
+0.25 (1.99%)
May 12, 2025, 4:00 PM EDT
8.02%
Fund Assets 4.28M
Expense Ratio 0.30%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 0.19
Dividend Yield 1.50%
Dividend Growth n/a
Payout Frequency Semi-Annual
Ex-Dividend Date May 9, 2025
Previous Close 12.55
YTD Return 4.12%
1-Year Return 11.56%
5-Year Return n/a
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 6
Inception Date May 11, 2023

About FSZRX

The Fidelity Sustainable Target Date 2055 K6 (FSZRX) seeks to achieve its objective by investing in underlying Fidelity funds that the Adviser believes have positive ESG characteristics.

Fund Family Fidelity
Category Target-Date 2055
Stock Exchange NASDAQ
Ticker Symbol FSZRX
Share Class Class K6
Index Index is not provided by Management Company

Performance

FSZRX had a total return of 11.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.25%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FSZQX Class K 0.40%
FSZNX Fidelity Advisor Sustainable Target Date 2055 Fund: Class Z 0.40%
FSZMX Fidelity Advisor Sustainable Target Date 2055 Fund: Class I 0.50%
FSZJX Fidelity Advisor Sustainable Target Date 2055 Fund: Class A 0.75%

Top 10 Holdings

100.02% of assets
Name Symbol Weight
Fidelity Series Sustainable U.S. Market FSUMX 51.63%
Fidelity Series Sust Non-US Dev Mrkt Fd FNDMX 28.09%
Fidelity Series Sustainable Emerg Mkts FEMYX 13.65%
Fidelity Salem Street Trust - Fidelity Series Long-Term Treasury Bond Index Fund n/a 5.58%
Fidelity School Street Trust - Fidelity Series International Developed Markets Bond Index Fund n/a 1.02%
Fidelity Series Sustainable Invmt GrdBd FIGDX 0.05%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 30, 2024 $0.188 Dec 31, 2024
May 10, 2024 $0.010 May 13, 2024
Dec 28, 2023 $0.124 Dec 29, 2023
Full Dividend History