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) | 0.25 |
| Dividend Yield | 1.43% |
| Dividend Growth | 40.11% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.37 |
| YTD Return | 12.98% |
| 1-Year Return | 24.08% |
| 5-Year Return | n/a |
| 52-Week Low | 13.42 |
| 52-Week High | 16.65 |
| 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.
Performance
FSZTX had a total return of 24.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.57%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
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 |