FRDEX Mutual Fund
FRDEX Mutual Fund
Fidelity Advisor Sustainable Target Date 2070 Fund Class Z
FRDEX Mutual Fund Overview
FRDEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2070 Fund Class Z) is managed by Fidelity Investments (US) with $128,102.05 in net assets. FRDEX expense ratio is 0.39%, holding 5 positions across sectors including Unknown. Inception date: 2024-06-28.
FRDEX performance shows a YTD return of 12.99%. The 1-year return is 25.34%. FRDEX dividend yield stands at 1.11%, paid semi-annually.
FRDEX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (28.0%), Fidelity Series Sustainable Emerging Markets Fund (13.2%), Fidelity Series Long-Term Treasury Bond Index Fund (4.3%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (0.5%). View all FRDEX holdings, sector breakdown, or dividend history.
FRDEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FRDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.