FTDLX Mutual Fund
FTDLX Mutual Fund
FTDLX Mutual Fund
Fidelity Advisor Sustainable Target Date 2060 Fund Class Z
FTDLX Mutual Fund Overview
FTDLX Mutual Fund (Fidelity Advisor Sustainable Target Date 2060 Fund Class Z) is managed by Fidelity Investments (US) with $167,507.6 in net assets. FTDLX expense ratio is 0.39%, holding 5 positions across various sectors. Inception date: 2023-05-11.
FTDLX performance shows a YTD return of 11.61%. The 1-year return is 23.19%. FTDLX dividend yield stands at 1.19%, paid semi-annually.
FTDLX 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%). Go to all FTDLX holdings, FTDLX sectors, or FTDLX dividends.
FTDLX can be compared against other funds. Use FTDLX overlap to find shared positions, or FTDLX vs another fund for a side-by-side view. FTDLX alternatives are available via the screener, along with tax-loss harvesting opportunities.