FSZDX Mutual Fund

FSZDX Mutual Fund

NAV$11.91
See how much of FSZDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

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%
See how much of FSZDX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
1.07%
Frequency
Unspecified

Peer Comparison

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

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. Go to all FSZDX holdings, FSZDX sectors, or FSZDX dividends.

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