FSZHX Mutual Fund

FSZHX Mutual Fund

NAV$16.89
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.49%
Dividend Yield (Current)
1.52%
Holdings
5
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+12.94%
1 Year+25.15%
3 Year+18.43%

Asset Allocation

Cash: 53.94%
Other: 46.06%

Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund53.96%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund27.96%
FEMYXFidelity Series Sustainable Emerging Markets Fund13.17%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund4.41%
FSTDXFidelity Series 5+ Year Inflation-Protected Bond Index Fund0.52%
Top 10 Concentration: 100.02%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.52%
Frequency
Semi-Annually

Peer Comparison

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

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

FSZHX performance shows a YTD return of 12.94%. The 1-year return is 25.15%. FSZHX dividend yield stands at 1.52%, paid semi-annually.

FSZHX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.0%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (28.0%), Fidelity Series Sustainable Emerging Markets Fund (13.2%), Fidelity Series Long-Term Treasury Bond Index Fund (4.4%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (0.5%). 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.