Fidelity Advisor Sust Trgt Dt 2060 A (FSZTX)
Fund Assets | 3.38M |
Expense Ratio | 0.75% |
Min. Investment | $0.00 |
Turnover | n/a |
Dividend (ttm) | 0.16 |
Dividend Yield | 1.19% |
Dividend Growth | n/a |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | Dec 30, 2024 |
Previous Close | 12.49 |
YTD Return | 1.58% |
1-Year Return | 9.02% |
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 FSZTX
FSZTX was founded on 2023-05-11. The Fund's investment strategy focuses on Growth with 0.75% total expense ratio. Fidelity Sustainable Target Date 2060 Fund Fidelity Advisor Sustainable Target Date 2060 Fund: Class A seeks high current income and, as a secondary objective, capital appreciation. The Adviser normally invests at least 80% in underlying funds that are Fidelity funds that invest in securities of issuers that the Adviser believes have proven or improving sustainability practices or positive ESG characteristics.
Performance
FSZTX had a total return of 9.02% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.35%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.03% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Sustainable U.S. Market | FSUMX | 51.64% |
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% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 30, 2024 | $0.153 | Dec 31, 2024 |
May 10, 2024 | $0.005 | May 13, 2024 |
Dec 28, 2023 | $0.099 | Dec 29, 2023 |