Fidelity Advisor Sust Trgt Dt 2060 C (FSZVX)
| Fund Assets | 8.37M |
| Expense Ratio | 1.50% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.12 |
| Dividend Yield | 0.80% |
| Dividend Growth | 40.70% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 15.14 |
| YTD Return | 3.70% |
| 1-Year Return | 20.14% |
| 5-Year Return | n/a |
| 52-Week Low | 10.82 |
| 52-Week High | 15.30 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FSZVX
Fidelity Advisor Sustainable Target Date 2060 Fund - Class C is a target-date mutual fund designed to help investors save for retirement with a projected horizon around the year 2060. The fund's primary objective is to provide high current income, with a secondary focus on capital appreciation. It achieves these aims by investing at least 80% of its assets in underlying Fidelity funds that emphasize sustainability, utilizing securities from issuers demonstrating positive or improving environmental, social, and governance (ESG) practices. This sustainable approach is supported by both proprietary and third-party ESG ratings, as well as qualitative assessments from Fidelity's research teams. Over time, the fund's asset allocation shifts gradually, following a predetermined glide path that becomes more conservative as the target date approaches, adjusting to align with the needs of investors nearing retirement. The fund’s diversified holdings span various sectors and regions, helping to reduce risk while emphasizing responsible investing. Through this structure, it plays a significant role in the growing market for retirement solutions that integrate sustainability considerations, supporting long-term environmental and social outcomes alongside financial goals.
Performance
FSZVX had a total return of 20.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.12%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
100.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 51.46% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.29% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.57% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 6.31% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.38% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.097 | Dec 31, 2025 |
| May 9, 2025 | $0.024 | May 12, 2025 |
| Dec 30, 2024 | $0.081 | Dec 31, 2024 |
| May 10, 2024 | $0.005 | May 13, 2024 |
| Dec 28, 2023 | $0.050 | Dec 29, 2023 |