Nasdaq - Delayed Quote USD

Fidelity Sustainable Target Date 2055 K6 (FSZRX)

12.88 +0.01 (+0.08%)
At close: 8:00 PM EST
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DELL
  • Previous Close 12.87
  • YTD Return 13.02%
  • Expense Ratio 0.30%
  • Category Target-Date 2055
  • Last Cap Gain 10.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 5.45M
  • Beta (5Y Monthly) --
  • Yield 0.96%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.12
  • Inception Date May 11, 2023

Investing at least 80% of assets in underlying funds that are (i) fidelity funds that invest in securities of issuers that the adviser believes have proven or improving sustainability practices or positive environmental, social and governance (ESG) characteristics, (ii) fidelity index funds that track an ESG index, and (iii) fidelity funds that do not have a principal ESG investment strategy but invest at least 80% of assets in U.S. and international sovereign or government-related debt securities that the fund adviser believes have positive ESG characteristics.

Fidelity Investments

Fund Family

Target-Date 2055

Fund Category

5.45M

Net Assets

2023-05-11

Inception Date

Performance Overview: FSZRX

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Trailing returns as of 11/25/2024. Category is Target-Date 2055.

YTD Return

FSZRX
13.02%
Category
12.13%
 

1-Year Return

FSZRX
29.65%
Category
37.63%
 

3-Year Return

FSZRX
0.00%
Category
13.82%
 

5-Year Return

FSZRX
0.00%
Category
13.76%
 

Holdings: FSZRX

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Top 6 Holdings (100.02% of Total Assets)

SymbolCompany% Assets
FSUMX
Fidelity Series Sustainable U.S. Market 50.52%
FNDMX
Fidelity Series Sust Non-US Dev Mrkt Fd 28.77%
FEMYX
Fidelity Series Sustainable Emerg Mkts 13.90%
FTLTX
Fidelity Series Long-Term Trs Bd Idx 5.62%
FSTDX
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx 1.20%
FIGDX
Fidelity Series Sustainable Invmt GrdBd 0.00%

Sector Weightings

SectorFSZRX
Technology   24.78%
Industrials   12.48%
Healthcare   10.32%
Energy   5.16%
Utilities   1.87%
Real Estate   1.64%

Recent News: FSZRX

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Research Reports: FSZRX

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