FSZAX Mutual Fund

FSZAX Mutual Fund (Fidelity Advisor Sustainable Target Date 2050 Fund Class M) is managed by Fidelity Investments (US) with $333,320.68 in net assets. FSZAX expense ratio is 0.99%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZAX performance shows a YTD return of 10.89%. The 1-year return is 22.11%. FSZAX dividend yield stands at 0.84%, paid semi-annually.

FSZAX top holdings include Fidelity Series Sustainable U.S. Market Fund (53.2%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.6%), Fidelity Series Sustainable Emerging Markets Fund (13.0%), Fidelity Series Long-Term Treasury Bond Index Fund (5.4%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (0.9%). Go to all FSZAX holdings, FSZAX sectors, or FSZAX dividends.

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