FTGUX Mutual Fund
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 $399,477.78 in net assets. FTGUX expense ratio is 0.74%, holding 4 positions across various sectors. Inception date: 2023-05-11.
FTGUX performance shows a YTD return of 14.15%. The 1-year return is 23.01%. FTGUX dividend yield stands at 0.99%, paid semi-annually.
FTGUX top holdings include Fidelity Series Sustainable U.S. Market Fund (54.5%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (27.8%), Fidelity Series Sustainable Emerging Markets Fund (14.8%), Fidelity Series Long-Term Treasury Bond Index Fund (3.0%). Go to all FTGUX holdings, FTGUX sectors, or FTGUX dividends.
FTGUX can be compared against other funds. Use FTGUX overlap to find shared positions, or FTGUX vs another fund for a side-by-side view. FTGUX alternatives are available via the screener, along with tax-loss harvesting opportunities.