FSZTX Mutual Fund

FSZTX Mutual Fund (Fidelity Advisor Sustainable Target Date 2060 Fund Class A) is managed by Fidelity Investments (US) with $653,043.72 in net assets. FSZTX expense ratio is 0.74%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZTX performance shows a YTD return of 11.39%. The 1-year return is 22.73%. FSZTX dividend yield stands at 1.14%, paid semi-annually.

FSZTX 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 FSZTX holdings, FSZTX sectors, or FSZTX dividends.

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