FTGUX Mutual Fund
FTGUX Mutual Fund
Fidelity Advisor Sustainable Target Date 2065 Fund Class A
FTGUX Mutual Fund Overview
FTGUX Mutual Fund (Fidelity Advisor Sustainable Target Date 2065 Fund Class A) is managed by Fidelity Investments (US) with $392,241.12 in net assets. FTGUX expense ratio is 0.74%, holding 5 positions across sectors including Unknown. Inception date: 2023-05-11.
FTGUX performance shows a YTD return of 12.79%. The 1-year return is 24.88%. FTGUX dividend yield stands at 1.00%, paid semi-annually.
FTGUX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.0%), 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 FTGUX holdings, sector breakdown, or dividend history.
FTGUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTGUX alternatives are available via the screener, along with tax-loss harvesting opportunities.