Fidelity Advisor Sustainable Target Date 2060 Fund - Class A
FSZTX
NASDAQ
| Weiss Ratings | FSZTX-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 | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Bruno Weinberg Crocco (1), Finola McGuire Foley (1), Andrew J Dierdorf (1), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Advisor Sustainable Target Date 2060 Fund - Class A | |||
| 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 | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.13% | |||
| Dividend | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.54% | |||
| Stock | 91.08% | |||
| U.S. Stock | 49.10% | |||
| Non-U.S. Stock | 41.98% | |||
| Bond | 7.07% | |||
| U.S. Bond | 7.03% | |||
| Non-U.S. Bond | 0.04% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.30% | |||
| Price History | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 3.40% | |||
| 30-Day Total Return | -3.34% | |||
| 60-Day Total Return | -4.63% | |||
| 90-Day Total Return | -5.00% | |||
| Year to Date Total Return | -1.21% | |||
| 1-Year Total Return | 7.66% | |||
| 2-Year Total Return | -- | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSZTX-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 | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $10.95 | |||
| 1-Month High NAV | $12.57 | |||
| 52-Week Low NAV | $10.95 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.03 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.64M | |||
| Operating Ratios | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.75% | |||
| Turnover Ratio | 21.00% | |||
| Performance | FSZTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.82% | |||
| Last Bear Market Total Return | -- | |||