FSUOX Mutual Fund

FSUOX Mutual Fund (Fidelity Sustainable Target Date Retirement Fund Class K) is managed by Fidelity Investments (US). FSUOX expense ratio is 0.31%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSUOX performance shows a YTD return of 3.63%. The 1-year return is 8.14%. FSUOX dividend yield stands at 3.24%, paid monthly.

FSUOX 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 FSUOX holdings, FSUOX sectors, or FSUOX dividends.

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