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%

Top Holdings

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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
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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. View all FSZOX holdings, sector breakdown, or dividend history.

FSZOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSZOX alternatives are available via the screener, along with tax-loss harvesting opportunities.