FSZOX Mutual Fund

FSZOX Mutual Fund

NAV$12.00
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Fund Essentials

Net Assets
$114,487.64
Expense Ratio
0.29%
Dividend Yield (Current)
1.00%
Holdings
5
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+8.55%
1 Year+15.80%

Asset Allocation

Cash: 53.94%
Other: 46.06%
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Dividend Summary

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Dividend Yield (Current)
1.00%
Frequency
Unspecified

Peer Comparison

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

FSZOX Mutual Fund Overview

FSZOX Mutual Fund (Fidelity Advisor Sustainable Target Date 2055 Fund Class Z6) is managed by Fidelity Investments (US) with $114,487.64 in net assets. FSZOX expense ratio is 0.29%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZOX performance shows a YTD return of 8.55%. The 1-year return is 15.80%. FSZOX dividend yield stands at 1.00%, paid unspecified.

FSZOX top holdings include a diversified portfolio. Go to all FSZOX holdings, FSZOX sectors, or FSZOX dividends.

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