Fidelity Advisor Sustainable Target Date 2060 Fund - Class A
FSZTX
NASDAQ
| Weiss Ratings | FSZTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSZTX-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 | FSZTX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 1.13% | |||
| Dividend | FSZTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | FSZTX-NASDAQ | Click to Compare |
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| Cash | 1.70% | |||
| Stock | 94.56% | |||
| U.S. Stock | 52.68% | |||
| Non-U.S. Stock | 41.88% | |||
| Bond | 3.65% | |||
| U.S. Bond | 3.65% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.02% | |||
| Convertible | 0.00% | |||
| Other Net | 0.07% | |||
| Price History | FSZTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.47% | |||
| 30-Day Total Return | 2.75% | |||
| 60-Day Total Return | 4.57% | |||
| 90-Day Total Return | 13.28% | |||
| Year to Date Total Return | 12.35% | |||
| 1-Year Total Return | 27.46% | |||
| 2-Year Total Return | 39.87% | |||
| 3-Year Total Return | 62.87% | |||
| 5-Year Total Return | -- | |||
| Price | FSZTX-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 | FSZTX-NASDAQ | Click to Compare |
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| Nav | $16.40 | |||
| 1-Month Low NAV | $15.84 | |||
| 1-Month High NAV | $16.61 | |||
| 52-Week Low NAV | $13.03 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $16.61 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSZTX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 12.38 | |||
| Balance Sheet | FSZTX-NASDAQ | Click to Compare |
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| Total Assets | 12.65M | |||
| Operating Ratios | FSZTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 26.00% | |||
| Performance | FSZTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.76% | |||
| Last Bear Market Total Return | -- | |||