FSYZX Mutual Fund

FSYZX Mutual Fund

NAV$16.59
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Fund Essentials - as of Jul 31, 2026

Net Assets
$404,604.02
Expense Ratio
1.49%
Dividend Yield (Current)
0.59%
Holdings
4
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+13.26%
1 Year+21.63%
3 Year+17.50%

Asset Allocation

Cash: 53.39%
Other: 46.61%
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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund53.40%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund27.25%
FEMYXFidelity Series Sustainable Emerging Markets Fund14.48%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund4.89%
Top 10 Concentration: 100.02%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.59%
Frequency
Semi-Annually

Peer Comparison

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

FSYZX Mutual Fund Overview

FSYZX Mutual Fund (Fidelity Advisor Sustainable Target Date 2050 Fund Class C) is managed by Fidelity Investments (US) with $404,604.02 in net assets. FSYZX expense ratio is 1.49%, holding 4 positions across various sectors. Inception date: 2023-05-11.

FSYZX performance shows a YTD return of 13.26%. The 1-year return is 21.63%. FSYZX dividend yield stands at 0.59%, paid semi-annually.

FSYZX top holdings include Fidelity Series Sustainable U.S. Market Fund (53.4%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.3%), Fidelity Series Sustainable Emerging Markets Fund (14.5%), Fidelity Series Long-Term Treasury Bond Index Fund (4.9%). Go to all FSYZX holdings, FSYZX sectors, or FSYZX dividends.

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