FSULX Mutual Fund

FSULX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class Z) is managed by Fidelity Investments (US) with $117,467.85 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 4.65%. The 1-year return is 7.94%. FSULX dividend yield stands at 3.12%, paid monthly.

FSULX 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 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.