FRDEX Mutual Fund

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 various sectors. Inception date: 2024-06-28.

FRDEX performance shows a YTD return of 11.60%. The 1-year return is 23.14%. FRDEX dividend yield stands at 1.12%, 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%). Go to all FRDEX holdings, FRDEX sectors, or FRDEX dividends.

FRDEX can be compared against other funds. Use FRDEX overlap to find shared positions, or FRDEX vs another fund for a side-by-side view. FRDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.