FSUEX Mutual Fund

FSUEX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class A) is managed by Fidelity Investments (US) with $116,747.62 in net assets. FSUEX expense ratio is 0.66%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSUEX performance shows a YTD return of 4.43%. The 1-year return is 7.65%. FSUEX dividend yield stands at 2.77%, paid monthly.

FSUEX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (32.7%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (23.7%), Fidelity Series Sustainable U.S. Market Fund (15.6%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (10.5%), Fidelity Series Sustainable Emerging Markets Fund (6.1%). Go to all FSUEX holdings, FSUEX sectors, or FSUEX dividends.

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