FSULX Mutual Fund
FSULX Mutual Fund
Fidelity Advisor Sustainable Target Date Retirement Fund Class Z
FSULX Mutual Fund Overview
FSULX Mutual Fund (Fidelity Advisor Sustainable Target Date Retirement Fund Class Z) is managed by Fidelity Investments (US) with $118,602.03 in net assets. FSULX expense ratio is 0.31%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSULX performance shows a YTD return of 4.64%. The 1-year return is 9.27%. FSULX dividend yield stands at 3.02%, paid monthly.
FSULX 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 FSULX holdings, sector breakdown, or dividend history.
FSULX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSULX alternatives are available via the screener, along with tax-loss harvesting opportunities.