FSZHX Mutual Fund

FSZHX Mutual Fund

NAV$16.69
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.49%
Dividend Yield (Current)
1.15%
Holdings
4
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+12.67%
1 Year+17.22%
3 Year+18.81%

Asset Allocation

Cash: 54.26%
Other: 45.73%
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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund54.28%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund27.63%
FEMYXFidelity Series Sustainable Emerging Markets Fund14.80%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund3.32%
Top 10 Concentration: 100.03%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.15%

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FSZHX Mutual Fund Overview

FSZHX Mutual Fund (Fidelity Sustainable Target Date 2055 Fund) is managed by Fidelity Investments (US). FSZHX expense ratio is 0.49%, holding 4 positions across various sectors. Inception date: 2023-05-11.

FSZHX performance shows a YTD return of 12.67%. The 1-year return is 17.22%. FSZHX dividend yield stands at 1.15%.

FSZHX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.3%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.6%), Fidelity Series Sustainable Emerging Markets Fund (14.8%), Fidelity Series Long-Term Treasury Bond Index Fund (3.3%). Go to all FSZHX holdings, FSZHX sectors, or FSZHX dividends.

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