Fidelity Advisor Sust Trgt Dt 2060 M (FSZWX)
| Fund Assets | 8.37M |
| Expense Ratio | 0.99% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.20 |
| Dividend Yield | 1.18% |
| Dividend Growth | 33.11% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 16.35 |
| YTD Return | 12.02% |
| 1-Year Return | 23.10% |
| 5-Year Return | n/a |
| 52-Week Low | 13.39 |
| 52-Week High | 16.63 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FSZWX
Fidelity Advisor Sustainable Target Date 2060 Fund - Class M is a target-date mutual fund designed to help investors prepare for retirement around the year 2060. The fund’s primary purpose is to seek high total return through a diversified portfolio, initially emphasizing growth-oriented investments and gradually shifting towards more conservative assets as the target date approaches. A distinctive feature of this fund is its integration of sustainability principles; at least 80% of its assets are allocated to underlying Fidelity funds that focus on companies with proven or improving environmental, social, and governance (ESG) practices or positive sustainability characteristics. The portfolio may include both equity and fixed income instruments, covering domestic and international markets, with some exposure to specific regions and sectors that align with ESG priorities. By prioritizing sustainable investment options, the fund addresses the growing demand for responsible investment strategies intended to align long-term financial goals with positive societal impact. Managed by a team of experienced portfolio managers, the fund plays a significant role in the retirement landscape for those seeking a balance between growth potential and a commitment to sustainability over a multi-decade horizon.
Performance
FSZWX had a total return of 23.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.94%.
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 | $0.142 | Dec 31, 2025 |
| May 9, 2025 | $0.024 | May 12, 2025 |
| Dec 30, 2024 | $0.127 | Dec 31, 2024 |
| May 10, 2024 | $0.005 | May 13, 2024 |
| Dec 28, 2023 | $0.084 | Dec 29, 2023 |