FSUEX Mutual Fund
FSUEX Mutual Fund
Fidelity Advisor Sustainable Target Date Retirement Fund Class A
FSUEX Mutual Fund Overview
FSUEX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class A) is managed by Fidelity Investments (US) with $117,909.29 in net assets. FSUEX expense ratio is 0.66%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSUEX performance shows a YTD return of 4.49%. The 1-year return is 9.00%. FSUEX dividend yield stands at 2.69%, paid monthly.
FSUEX 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 FSUEX holdings, sector breakdown, or dividend history.
FSUEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSUEX alternatives are available via the screener, along with tax-loss harvesting opportunities.