FSULX Mutual Fund

FSULX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class Z) is managed by Fidelity Investments (US) with $118,602.03 in net assets. FSULX expense ratio is 0.31%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSULX performance shows a YTD return of 3.63%. The 1-year return is 8.37%. FSULX dividend yield stands at 3.02%, paid monthly.

FSULX 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 FSULX holdings, FSULX sectors, or FSULX dividends.

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