FSZVX Mutual Fund

FSZVX Mutual Fund (Fidelity Advisor Sustainable Target Date 2060 Fund Class C) is managed by Fidelity Investments (US) with $264,031.72 in net assets. FSZVX expense ratio is 1.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZVX performance shows a YTD return of 10.88%. The 1-year return is 21.82%. FSZVX dividend yield stands at 0.58%, paid semi-annually.

FSZVX 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 FSZVX holdings, FSZVX sectors, or FSZVX dividends.

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