FSZBX Mutual Fund

NAV$16.86

Fund Essentials - as of Mar 31, 2026

Net Assets
$297,431.01
Expense Ratio
0.49%
Dividend Yield (Current)
1.12%
Holdings
5
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+12.69%
1 Year+24.92%
3 Year+18.34%

Asset Allocation

Cash: 53.17%
Other: 46.83%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FSUMXFidelity Series Sustainable U.S. Market Fund53.18%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund27.58%
FEMYXFidelity Series Sustainable Emerging Markets Fund12.98%
FTLTXFidelity Series Long-Term Treasury Bond Index Fund5.37%
FSTDXFidelity Series 5+ Year Inflation-Protected Bond Index Fund0.91%
Top 10 Concentration: 100.02%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.12%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FSZBX Mutual Fund Overview

FSZBX Mutual Fund (Fidelity Advisor Sustainable Target Date 2050 Fund Class I) is managed by Fidelity Investments (US) with $297,431.01 in net assets. FSZBX expense ratio is 0.49%, holding 5 positions across sectors including Unknown. Inception date: 2023-05-11.

FSZBX performance shows a YTD return of 12.69%. The 1-year return is 24.92%. FSZBX dividend yield stands at 1.12%, paid semi-annually.

FSZBX top holdings include Fidelity Series Sustainable U.S. Market Fund (53.2%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.6%), Fidelity Series Sustainable Emerging Markets Fund (13.0%), Fidelity Series Long-Term Treasury Bond Index Fund (5.4%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (0.9%). View all FSZBX holdings, sector breakdown, or dividend history.

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