FSZRX Mutual Fund
FSZRX Mutual Fund
FSZRX Mutual Fund
Fidelity Sustainable Target Date 2055 Fund Class K6
FSZRX Mutual Fund Overview
FSZRX Mutual Fund (Fidelity Sustainable Target Date 2055 Fund Class K6) is managed by Fidelity Investments (US). FSZRX expense ratio is 0.29%, holding 5 positions across various sectors. Inception date: 2023-05-11.
FSZRX performance shows a YTD return of 11.68%. The 1-year return is 23.30%. FSZRX dividend yield stands at 1.62%, paid semi-annually.
FSZRX 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 FSZRX holdings, FSZRX sectors, or FSZRX dividends.
FSZRX can be compared against other funds. Use FSZRX overlap to find shared positions, or FSZRX vs another fund for a side-by-side view. FSZRX alternatives are available via the screener, along with tax-loss harvesting opportunities.