FSZGX Mutual Fund

NAV$16.61

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.29%
Dividend Yield (Current)
1.78%
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+12.88%
1 Year+25.14%
3 Year+18.56%

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)
1.78%
Frequency
Semi-Annually

Peer Comparison

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

FSZGX Mutual Fund (Fidelity Sustainable Target Date 2050 Fund Class K6) is managed by Fidelity Investments (US). FSZGX expense ratio is 0.29%, holding 5 positions across sectors including Unknown. Inception date: 2023-05-11.

FSZGX performance shows a YTD return of 12.88%. The 1-year return is 25.14%. FSZGX dividend yield stands at 1.78%, paid semi-annually.

FSZGX 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 FSZGX holdings, sector breakdown, or dividend history.

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