Fidelity Sustainable Target Date 2055 K6 (FSZRX)
| Fund Assets | 10.01M |
| Expense Ratio | 0.29% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.27 |
| Dividend Yield | 1.61% |
| Dividend Growth | 23.61% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.49 |
| YTD Return | 12.45% |
| 1-Year Return | 23.96% |
| 5-Year Return | n/a |
| 52-Week Low | 13.48 |
| 52-Week High | 16.76 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FSZRX
Fidelity Sustainable Target Date 2055 Fund - Class K6 is a target-date mutual fund designed for individuals planning to retire around the year 2055. The fund’s primary objective is to seek high total return until its target retirement date, after which it shifts focus to high current income and, as a secondary goal, capital appreciation. This fund distinguishes itself by integrating environmental, social, and governance (ESG) considerations into its investment process, primarily investing in underlying Fidelity funds that exhibit positive ESG characteristics. It employs a diversified, age-appropriate asset allocation that gradually becomes more conservative as the target date approaches, reducing equity exposure in favor of fixed income and other lower-risk assets over time. The Class K6 share class is tailored for institutional investors, offering a competitive expense ratio. By combining the benefits of long-term growth potential with a sustainability mandate, the fund plays a significant role in the retirement planning landscape, especially for investors seeking to align their future financial security with responsible investing practices.
Performance
FSZRX had a total return of 23.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.92%.
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 | $0.206 | Dec 31, 2025 |
| May 9, 2025 | $0.028 | May 12, 2025 |
| Dec 30, 2024 | $0.188 | Dec 31, 2024 |
| May 10, 2024 | $0.010 | May 13, 2024 |
| Dec 28, 2023 | $0.124 | Dec 29, 2023 |