FSUJX Mutual Fund
FSUJX Mutual Fund
FSUJX Mutual Fund
Fidelity Advisor Sustainable Target Date Retirement Fund Class I
FSUJX Mutual Fund Overview
FSUJX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class I) is managed by Fidelity Investments (US) with $135,208.25 in net assets. FSUJX expense ratio is 0.41%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSUJX performance shows a YTD return of 4.57%. The 1-year return is 7.81%. FSUJX dividend yield stands at 3.00%, paid monthly.
FSUJX 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 FSUJX holdings, FSUJX sectors, or FSUJX dividends.
FSUJX can be compared against other funds. Use FSUJX overlap to find shared positions, or FSUJX vs another fund for a side-by-side view. FSUJX alternatives are available via the screener, along with tax-loss harvesting opportunities.