FSZRX — Fidelity Sustainable Target Date 2055 Fund
Data updated: 2026-08-24
FSZRX — Fidelity Sustainable Target Date 2055 Fund. Target Date / Glide Path Allocation · $16.59M AUM. Holdings, fees, performance and SEC filings.
FSZRX Fund Overview
FSZRX — Fidelity Sustainable Target Date 2055 Fund is a US mutual fund managed by Fidelity Aberdeen Street Trust, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Fidelity Aberdeen Street Trust
- Category: Target Date / Glide Path Allocation
- Assets under management: $16.59M
- 1-year return: 25.4%
- Ticker: FSZRX
- SEC CIK: 0000880195
- SEC series ID: S000080301
- Share class ID: C000242516
FSZRX Holdings
Top 5 holdings of Fidelity Sustainable Target Date 2055 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity Summer Street Trust | 54.30% |
| Fidelity Investment Trust | 27.97% |
| Fidelity Investment Trust | 15.29% |
| Fidelity Salem Street Trust | 1.99% |
| Fidelity Salem Street Trust | 0.48% |
FSZRX Portfolio Allocation
Asset-class allocation of Fidelity Sustainable Target Date 2055 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
FSZRX Performance
Total returns for FSZRX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 13.9% |
| 1 year | 25.4% |
| 3 years (annualised) | 18.6% |
FSZRX Risk Information
Risk metrics for FSZRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.7%
FSZRX Costs and Fees
FSZRX costs about $29 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.29%
- Gross expense ratio: 0.29%
- Portfolio turnover: 20%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FSZRX Cashflows
Over the 12 months to 2026-06, Fidelity Sustainable Target Date 2055 Fund had net inflows of $5.50M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $659.25K |
| 2026-05 | $845.80K |
| 2026-04 | $494.69K |
| 2026-03 | $610.87K |
| 2026-02 | $601.33K |
| 2026-01 | $196.37K |
FSZRX Debt Constituents
No individual debt constituents are reported in Fidelity Sustainable Target Date 2055 Fund's latest SEC N-PORT filing.
FSZRX Prospectus and SEC Filings
Official Fidelity Sustainable Target Date 2055 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-05-26
- Prospectus supplement (497) — filed 2025-10-30
- Prospectus supplement (497) — filed 2025-10-30
- Portfolio holdings (N-PORT) — filed 2026-08-24
- Portfolio holdings (N-PORT) — filed 2026-05-26
- Portfolio holdings (N-PORT) — filed 2026-02-24
- Annual census (N-CEN) — filed 2026-06-11
- Annual census (N-CEN) — filed 2025-06-12
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.