FSZJX Mutual Fund

FSZJX Mutual Fund (Fidelity Advisor Sustainable Target Date 2055 Fund Class A) is managed by Fidelity Investments (US) with $451,005.75 in net assets. FSZJX expense ratio is 0.74%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZJX performance shows a YTD return of 11.32%. The 1-year return is 22.67%. FSZJX dividend yield stands at 1.10%, paid semi-annually.

FSZJX 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 FSZJX holdings, FSZJX sectors, or FSZJX dividends.

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