FTDMX Mutual Fund

FTDMX Mutual Fund

NAV$11.91
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Fund Essentials

Net Assets
$114,445.23
Expense Ratio
0.29%
Dividend Yield (Current)
1.05%
Holdings
5
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+7.85%
1 Year+15.00%

Asset Allocation

Cash: 54.03%
Other: 45.97%
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Dividend Summary

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Dividend Yield (Current)
1.05%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FTDMX Mutual Fund Overview

FTDMX Mutual Fund (Fidelity Advisor Sustainable Target Date 2060 Fund Class Z6) is managed by Fidelity Investments (US) with $114,445.23 in net assets. FTDMX expense ratio is 0.29%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FTDMX performance shows a YTD return of 7.85%. The 1-year return is 15.00%. FTDMX dividend yield stands at 1.05%, paid unspecified.

FTDMX top holdings include a diversified portfolio. Go to all FTDMX holdings, FTDMX sectors, or FTDMX dividends.

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