FSZYX Mutual Fund

FSZYX Mutual Fund (Fidelity Advisor Sustainable Target Date 2060 Fund Class I) is managed by Fidelity Investments (US) with $220,797.47 in net assets. FSZYX expense ratio is 0.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FSZYX performance shows a YTD return of 11.48%. The 1-year return is 23.07%. FSZYX dividend yield stands at 1.13%, paid semi-annually.

FSZYX 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 FSZYX holdings, FSZYX sectors, or FSZYX dividends.

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