FTDMX Mutual Fund

NAV$11.91

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%

Price Chart (6M)

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Top Holdings

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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
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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. View all FTDMX holdings, sector breakdown, or dividend history.

FTDMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTDMX alternatives are available via the screener, along with tax-loss harvesting opportunities.