Fidelity Sustainable Target Date Retirement Fund - Class K
FSUOX
NASDAQ
| Weiss Ratings | FSUOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSUOX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (3), Andrew J Dierdorf (2), Brett F. Sumsion (2), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSUOX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Sustainable Target Date Retirement Fund - Class K | |||
| 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 | FSUOX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.05% | |||
| Dividend | FSUOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.91% | |||
| Asset Allocation | FSUOX-NASDAQ | Click to Compare |
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| Cash | 5.54% | |||
| Stock | 30.04% | |||
| U.S. Stock | 13.99% | |||
| Non-U.S. Stock | 16.05% | |||
| Bond | 64.39% | |||
| U.S. Bond | 58.12% | |||
| Non-U.S. Bond | 6.27% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | FSUOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.71% | |||
| 30-Day Total Return | 2.43% | |||
| 60-Day Total Return | 1.82% | |||
| 90-Day Total Return | 5.88% | |||
| Year to Date Total Return | 5.02% | |||
| 1-Year Total Return | 10.69% | |||
| 2-Year Total Return | 17.07% | |||
| 3-Year Total Return | 24.34% | |||
| 5-Year Total Return | -- | |||
| Price | FSUOX-NASDAQ | Click to Compare |
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| 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 | FSUOX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $10.99 | |||
| 1-Month High NAV | $11.23 | |||
| 52-Week Low NAV | $10.50 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $11.23 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSUOX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 5.35 | |||
| Balance Sheet | FSUOX-NASDAQ | Click to Compare |
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| Total Assets | 1.50M | |||
| Operating Ratios | FSUOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.31% | |||
| Turnover Ratio | 36.00% | |||
| Performance | FSUOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.50% | |||
| Last Bear Market Total Return | -- | |||