FSZWX Mutual Fund
FSZWX Mutual Fund
Fidelity Advisor Sustainable Target Date 2060 Fund Class M
FSZWX Mutual Fund Overview
FSZWX Mutual Fund (Fidelity Advisor Sustainable Target Date 2060 Fund Class M) is managed by Fidelity Investments (US) with $218,145.43 in net assets. FSZWX expense ratio is 0.99%, holding 5 positions across sectors including Unknown. Inception date: 2023-05-11.
FSZWX performance shows a YTD return of 12.68%. The 1-year return is 24.59%. FSZWX dividend yield stands at 0.84%, paid semi-annually.
FSZWX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.0%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (28.0%), Fidelity Series Sustainable Emerging Markets Fund (13.2%), Fidelity Series Long-Term Treasury Bond Index Fund (4.3%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (0.5%). View all FSZWX holdings, sector breakdown, or dividend history.
FSZWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSZWX alternatives are available via the screener, along with tax-loss harvesting opportunities.