Fidelity Advisor Sustainable Target Date Retirement Fund - Class Z
FSULX
NASDAQ
| Weiss Ratings | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (2), Andrew J Dierdorf (1), Brett F. Sumsion (1), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Advisor Sustainable Target Date Retirement Fund - Class Z | |||
| Category | Target-Date Retirement | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 11, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.13% | |||
| Dividend | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.09% | |||
| Asset Allocation | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 12.50% | |||
| Stock | 22.51% | |||
| U.S. Stock | 10.09% | |||
| Non-U.S. Stock | 12.42% | |||
| Bond | 64.91% | |||
| U.S. Bond | 57.56% | |||
| Non-U.S. Bond | 7.35% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.07% | |||
| Price History | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.45% | |||
| 30-Day Total Return | 0.36% | |||
| 60-Day Total Return | 0.00% | |||
| 90-Day Total Return | 0.72% | |||
| Year to Date Total Return | 9.06% | |||
| 1-Year Total Return | 8.98% | |||
| 2-Year Total Return | 14.41% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $10.78 | |||
| 1-Month High NAV | $10.93 | |||
| 52-Week Low NAV | $10.07 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.99 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.43M | |||
| Operating Ratios | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.31% | |||
| Turnover Ratio | 23.00% | |||
| Performance | FSULX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 6.78% | |||
| Last Bear Market Total Return | -- | |||