FSUFX Mutual Fund
FSUFX Mutual Fund
Fidelity Advisor Sustainable Target Date Retirement Fund Class C
FSUFX Mutual Fund Overview
FSUFX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class C) is managed by Fidelity Investments (US) with $116,412.39 in net assets. FSUFX expense ratio is 1.41%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSUFX performance shows a YTD return of 4.17%. The 1-year return is 8.09%. FSUFX dividend yield stands at 1.96%, paid monthly.
FSUFX 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 FSUFX holdings, sector breakdown, or dividend history.
FSUFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSUFX alternatives are available via the screener, along with tax-loss harvesting opportunities.