FSZDX Mutual Fund

FSZDX Mutual Fund

NAV$11.91
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Fund Essentials

Net Assets
$114,450.48
Expense Ratio
0.29%
Dividend Yield (Current)
1.07%
Holdings
5
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+7.74%
1 Year+15.01%

Asset Allocation

Cash: 53.17%
Other: 46.83%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.07%
Frequency
Unspecified

Peer Comparison

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

FSZDX Mutual Fund (Fidelity Advisor Sustainable Target Date 2050 Fund Class Z6) is managed by Fidelity Investments (US) with $114,450.48 in net assets. FSZDX expense ratio is 0.29%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZDX performance shows a YTD return of 7.74%. The 1-year return is 15.01%. FSZDX dividend yield stands at 1.07%, paid unspecified.

FSZDX top holdings include a diversified portfolio. View all FSZDX holdings, sector breakdown, or dividend history.

FSZDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSZDX alternatives are available via the screener, along with tax-loss harvesting opportunities.