FSUHX Mutual Fund

FSUHX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class M) is managed by Fidelity Investments (US) with $117,403.87 in net assets. FSUHX expense ratio is 0.91%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSUHX performance shows a YTD return of 3.33%. The 1-year return is 7.73%. FSUHX dividend yield stands at 2.43%, paid monthly.

FSUHX 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 FSUHX holdings, FSUHX sectors, or FSUHX dividends.

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