FSUDX Mutual Fund

FSUDX Mutual Fund (Fidelity Sustainable Target Date Retirement Fund) is managed by Fidelity Investments (US). FSUDX expense ratio is 0.41%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSUDX performance shows a YTD return of 3.67%. The 1-year return is 8.02%. FSUDX dividend yield stands at 3.13%, paid monthly.

FSUDX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (38.2%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (22.5%), Fidelity Series Sustainable U.S. Market Fund (12.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (9.3%), Fidelity Series Treasury Bill Index Fund (5.5%). Go to all FSUDX holdings, FSUDX sectors, or FSUDX dividends.

FSUDX can be compared against other funds. Use FSUDX overlap to find shared positions, or FSUDX vs another fund for a side-by-side view. FSUDX alternatives are available via the screener, along with tax-loss harvesting opportunities.