FSZSX Mutual Fund

FSZSX Mutual Fund (Fidelity Sustainable Target Date 2060 Fund) is managed by Fidelity Investments (US). FSZSX expense ratio is 0.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZSX performance shows a YTD return of 11.57%. The 1-year return is 23.05%. FSZSX dividend yield stands at 1.55%, paid semi-annually.

FSZSX 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 (4.3%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (0.5%). Go to all FSZSX holdings, FSZSX sectors, or FSZSX dividends.

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