FSUNX Mutual Fund

FSUNX Mutual Fund

NAV$10.09
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Fund Essentials

Net Assets
$99,958.31
Expense Ratio
0.21%
Dividend Yield (Current)
2.94%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.38%
1 Year+3.92%

Asset Allocation

Cash: 12.09%
Other: 87.92%
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Dividend Summary

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Dividend Yield (Current)
2.94%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FSUNX Mutual Fund Overview

FSUNX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class Z6) is managed by Fidelity Investments (US) with $99,958.31 in net assets. FSUNX expense ratio is 0.21%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSUNX performance shows a YTD return of 0.38%. The 1-year return is 3.92%. FSUNX dividend yield stands at 2.94%, paid monthly.

FSUNX top holdings include a diversified portfolio. Go to all FSUNX holdings, FSUNX sectors, or FSUNX dividends.

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