FSUJX Mutual Fund
FSUJX Mutual Fund
Fidelity Advisor Sustainable Target Date Retirement Fund Class I
FSUJX Mutual Fund Overview
FSUJX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class I) is managed by Fidelity Investments (US) with $118,403.02 in net assets. FSUJX expense ratio is 0.41%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSUJX performance shows a YTD return of 4.58%. The 1-year return is 9.14%. FSUJX dividend yield stands at 2.90%, paid monthly.
FSUJX 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 FSUJX holdings, sector breakdown, or dividend history.
FSUJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSUJX alternatives are available via the screener, along with tax-loss harvesting opportunities.