Fidelity Sustainable Target Date 2060 (FSZSX)
| Fund Assets | 6.44M |
| Expense Ratio | 0.50% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.21 |
| Dividend Yield | 1.52% |
| Dividend Growth | 56.06% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 13.60 |
| YTD Return | 10.22% |
| 1-Year Return | 11.75% |
| 5-Year Return | n/a |
| 52-Week Low | 10.95 |
| 52-Week High | 13.61 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | n/a |
About FSZSX
Fidelity Sustainable Target Date 2060 Fund is a target-date mutual fund designed for investors planning to retire around the year 2060. The fund employs a diversified, age-based glide path that gradually shifts its allocation from growth-focused assets to more income-oriented and conservative holdings as the target date approaches. Its distinguishing feature is a commitment to sustainable investing; the fund invests primarily in underlying funds that adhere to environmental, social, and governance (ESG) criteria, drawing upon Fidelity's proprietary sustainable investment research and ESG ratings. This approach seeks to align retirement saving objectives with broader sustainability goals, supporting investments that consider factors such as climate change, social responsibility, and corporate governance. The fund’s asset mix includes U.S. and international equities, as well as sustainable fixed income instruments, providing global diversification. Fidelity Sustainable Target Date 2060 Fund thus serves as a comprehensive retirement planning vehicle that integrates long-term financial strategies with responsible investing principles, reflecting the evolving expectations of modern investors with regard to both performance and sustainability.
Performance
FSZSX had a total return of 11.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.81%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 49.83% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 29.72% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 13.35% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 7.07% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 0.04% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.024 | May 12, 2025 |
| Dec 30, 2024 | $0.182 | Dec 31, 2024 |
| May 10, 2024 | $0.007 | May 13, 2024 |
| Dec 28, 2023 | $0.125 | Dec 29, 2023 |