Fidelity Sustainable Target Date 2060 (FSZSX)

Fund Assets	8.37M
Expense Ratio	0.49%
Min. Investment	$0.00
Turnover	24.00%
Dividend (ttm)	0.19
Dividend Yield	1.14%
Dividend Growth	15.57%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.90
YTD Return	15.70%
1-Year Return	23.82%
5-Year Return	n/a
52-Week Low	13.79
52-Week High	17.07
Beta (5Y)	n/a
Holdings	5
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.

• Fund Family: Fidelity
• Category: Target-Date 2060+
• Stock Exchange: NASDAQ
• Ticker Symbol: FSZSX

Performance

FSZSX had a total return of 23.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.91%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FTGNX	Class K6	0.29%
FTGKX	Class K	0.39%
FTDLX	Fidelity Advisor Sustainable Target Date 2060 Fund: Class Z	0.39%
FSZYX	Fidelity Advisor Sustainable Target Date 2060 Fund: Class I	0.49%

Top Holdings

100.03% of assets

Name	Symbol	Weight
Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund	n/a	54.05%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	28.02%
Fidelity Series Sustainable Emerg Mkts	FEMYX	13.19%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	4.28%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	0.49%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.059	May 18, 2026
Dec 30, 2025	$0.196	Dec 31, 2025
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

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:

Aug 27, 2026

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