Fidelity Advisor Sust Trgt Dt 2060 C (FSZVX)

Fund Assets	8.37M
Expense Ratio	1.49%
Min. Investment	$0.00
Turnover	24.00%
Dividend (ttm)	0.09
Dividend Yield	0.56%
Dividend Growth	42.42%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.71
YTD Return	14.95%
1-Year Return	22.59%
5-Year Return	n/a
52-Week Low	13.68
52-Week High	16.88
Beta (5Y)	n/a
Holdings	5
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.

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

Performance

FSZVX had a total return of 22.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.42%.

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	$0.097	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

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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