FSZNX Mutual Fund

FSZNX Mutual Fund (Fidelity Advisor Sustainable Target Date 2055 Fund Class Z) is managed by Fidelity Investments (US) with $165,515.05 in net assets. FSZNX expense ratio is 0.39%, holding 4 positions across various sectors. Inception date: 2023-05-11.

FSZNX performance shows a YTD return of 14.31%. The 1-year return is 23.29%. FSZNX dividend yield stands at 1.14%, paid semi-annually.

FSZNX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.3%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.6%), Fidelity Series Sustainable Emerging Markets Fund (14.8%), Fidelity Series Long-Term Treasury Bond Index Fund (3.3%). Go to all FSZNX holdings, FSZNX sectors, or FSZNX dividends.

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