FSUDX Mutual Fund

NAV$11.16

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.41%
Dividend Yield (Current)
3.13%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+4.69%
1 Year+9.02%
3 Year+7.30%

Asset Allocation

Cash: 12.09%
Other: 87.92%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
FIGDXFidelity Series Sustainable Investment Grade Bond Fund38.20%
FSTZXFidelity Series 0-5 Year Inflation-Protected Bond Index Fund22.51%
FSUMXFidelity Series Sustainable U.S. Market Fund12.07%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund9.32%
FHQFXFidelity Series Treasury Bill Index Fund5.51%
Top 10 Concentration: 99.88%Report Date: Mar 31, 2026
Download all 9 holdings for FSUDX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.13%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FSUDX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

FSUDX Mutual Fund Overview

FSUDX Mutual Fund (Fidelity Sustainable Target Date Retirement Fund) is managed by Fidelity Investments (US). FSUDX expense ratio is 0.41%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.

FSUDX performance shows a YTD return of 4.69%. The 1-year return is 9.02%. FSUDX dividend yield stands at 3.13%, paid monthly.

FSUDX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (38.2%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (22.5%), Fidelity Series Sustainable U.S. Market Fund (12.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (9.3%), Fidelity Series Treasury Bill Index Fund (5.5%). View all FSUDX holdings, sector breakdown, or dividend history.

FSUDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSUDX alternatives are available via the screener, along with tax-loss harvesting opportunities.