FSUFX Mutual Fund

FSUFX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class C) is managed by Fidelity Investments (US) with $115,193.5 in net assets. FSUFX expense ratio is 1.41%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSUFX performance shows a YTD return of 3.98%. The 1-year return is 6.84%. FSUFX dividend yield stands at 2.02%, paid monthly.

FSUFX 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 FSUFX holdings, FSUFX sectors, or FSUFX dividends.

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