Fidelity Sustainable Target Date 2055 K6 (FSZRX)

Fund Assets	16.59M
Expense Ratio	0.296%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.21
Dividend Yield	1.23%
Dividend Growth	17.82%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.55
YTD Return	13.34%
1-Year Return	16.90%
5-Year Return	n/a
52-Week Low	14.08
52-Week High	17.14
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.

• 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 16.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.45%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FSZQX	Class K	0.39%
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	$0.206	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

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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