Fidelity Sustainable Target Date 2050 Fund - Class K
FSZFX
NASDAQ
| Weiss Ratings | FSZFX-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 | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Sustainable Target Date 2050 Fund - Class K | |||
| Category | Target-Date 2050 | |||
| 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 | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.18% | |||
| Dividend | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.70% | |||
| Stock | 93.05% | |||
| U.S. Stock | 51.82% | |||
| Non-U.S. Stock | 41.23% | |||
| Bond | 5.16% | |||
| U.S. Bond | 5.16% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.02% | |||
| Convertible | 0.00% | |||
| Other Net | 0.07% | |||
| Price History | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 3.39% | |||
| 30-Day Total Return | 2.81% | |||
| 60-Day Total Return | 4.51% | |||
| 90-Day Total Return | 13.09% | |||
| Year to Date Total Return | 12.32% | |||
| 1-Year Total Return | 27.70% | |||
| 2-Year Total Return | 40.48% | |||
| 3-Year Total Return | 64.13% | |||
| 5-Year Total Return | -- | |||
| Price | FSZFX-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 | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $16.45 | |||
| 1-Month Low NAV | $15.88 | |||
| 1-Month High NAV | $16.66 | |||
| 52-Week Low NAV | $13.08 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $16.66 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.88 | |||
| Standard Deviation | 12.33 | |||
| Balance Sheet | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 18.47M | |||
| Operating Ratios | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.39% | |||
| Turnover Ratio | 27.00% | |||
| Performance | FSZFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 27.09% | |||
| Last Bear Market Total Return | -- | |||