FSZBX Mutual Fund

FSZBX Mutual Fund (Fidelity Advisor Sustainable Target Date 2050 Fund Class I) is managed by Fidelity Investments (US) with $297,431.01 in net assets. FSZBX expense ratio is 0.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZBX performance shows a YTD return of 11.20%. The 1-year return is 22.72%. FSZBX dividend yield stands at 1.13%, paid semi-annually.

FSZBX 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 FSZBX holdings, FSZBX sectors, or FSZBX dividends.

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