Fidelity Sustainable Target Date 2060 Fund
FSZSX
NASDAQ
| Weiss Ratings | FSZSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSZSX-NASDAQ | Click to Compare |
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| 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 | FSZSX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Sustainable Target Date 2060 Fund | |||
| Category | Target-Date 2060 | |||
| 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 | FSZSX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.23% | |||
| Dividend | FSZSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.06% | |||
| Asset Allocation | FSZSX-NASDAQ | Click to Compare |
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| Cash | 3.00% | |||
| Stock | 90.46% | |||
| U.S. Stock | 49.83% | |||
| Non-U.S. Stock | 40.63% | |||
| Bond | 6.20% | |||
| U.S. Bond | 6.20% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.34% | |||
| Price History | FSZSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.95% | |||
| 30-Day Total Return | 4.07% | |||
| 60-Day Total Return | 8.09% | |||
| 90-Day Total Return | 13.90% | |||
| Year to Date Total Return | 10.38% | |||
| 1-Year Total Return | 12.74% | |||
| 2-Year Total Return | 32.79% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSZSX-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 | FSZSX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $13.04 | |||
| 1-Month High NAV | $13.51 | |||
| 52-Week Low NAV | $10.95 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.51 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | FSZSX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSZSX-NASDAQ | Click to Compare |
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| Total Assets | 7.03M | |||
| Operating Ratios | FSZSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.49% | |||
| Turnover Ratio | 24.00% | |||
| Performance | FSZSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.01% | |||
| Last Bear Market Total Return | -- | |||