FSZHX Mutual Fund

FSZHX Mutual Fund (Fidelity Sustainable Target Date 2055 Fund) is managed by Fidelity Investments (US) with $15.0M in net assets. FSZHX expense ratio is 0.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZHX performance shows a YTD return of 10.02%. The 1-year return is 12.06%. FSZHX dividend yield stands at 1.18%, paid semi-annually.

FSZHX top holdings include Fidelity Series Sustainable U.S. Market (54.4%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.5%), Fidelity Series Sustainable Emerging Markets Fund (15.1%), Fidelity Series Long-Term Treasury Bond Index Fund (3.0%), Cash (0.0%). Go to all FSZHX holdings, FSZHX sectors, or FSZHX dividends.

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