Fidelity Advisor Sust Trgt Dt 2060 A (FSZTX)

Fund Assets	8.37M
Expense Ratio	0.74%
Min. Investment	$0.00
Turnover	24.00%
Dividend (ttm)	0.19
Dividend Yield	1.10%
Dividend Growth	34.78%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.85
YTD Return	15.51%
1-Year Return	23.48%
5-Year Return	n/a
52-Week Low	13.78
52-Week High	17.02
Beta (5Y)	n/a
Holdings	5
Inception Date	May 11, 2023

About FSZTX

Fidelity Advisor Sustainable Target Date 2060 Fund Class A is a target-date mutual fund designed for individuals anticipating retirement around the year 2060. Its primary function is to provide investors with a dynamically rebalanced portfolio that aligns with a long-term retirement horizon, gradually transitioning from a growth-oriented asset mix to a more conservative allocation as the target date approaches. This fund uniquely integrates environmental, social, and governance (ESG) considerations into its investment process, selecting securities screened for sustainable practices. Managed by an experienced team at Fidelity, it invests across a broad range of asset classes, including domestic and international equities and fixed income. The fund is particularly notable for its role in helping investors seeking both long-term capital appreciation and alignment with sustainable investment principles. Positioned within the sustainable target-date segment, it contributes to the evolving landscape of retirement solutions that emphasize responsible investing while maintaining a focus on risk-adjusted returns throughout an investor’s lifecycle.

• Fund Family: Fidelity
• Category: Target-Date 2060+
• Stock Exchange: NASDAQ
• Ticker Symbol: FSZTX
• Share Class: Class A
• Index: Index is not provided by Management Company

Performance

FSZTX had a total return of 23.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.53%.

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	$0.189	Dec 31, 2025
May 9, 2025	$0.024	May 12, 2025
Dec 30, 2024	$0.153	Dec 31, 2024
May 10, 2024	$0.005	May 13, 2024
Dec 28, 2023	$0.099	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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