FSZMX Mutual Fund
FSZMX Mutual Fund
FSZMX Mutual Fund
Fidelity Advisor Sustainable Target Date 2055 Fund Class I
FSZMX Mutual Fund Overview
FSZMX Mutual Fund (Fidelity Advisor Sustainable Target Date 2055 Fund Class I) is managed by Fidelity Investments (US) with $204,977.71 in net assets. FSZMX expense ratio is 0.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.
FSZMX performance shows a YTD return of 11.48%. The 1-year return is 23.04%. FSZMX dividend yield stands at 1.08%, paid semi-annually.
FSZMX 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 FSZMX holdings, FSZMX sectors, or FSZMX dividends.
FSZMX can be compared against other funds. Use FSZMX overlap to find shared positions, or FSZMX vs another fund for a side-by-side view. FSZMX alternatives are available via the screener, along with tax-loss harvesting opportunities.