FTHBX Mutual Fund

FTHBX Mutual Fund (Fidelity Advisor Sustainable Target Date 2065 Fund Class I) is managed by Fidelity Investments (US) with $223,585.79 in net assets. FTHBX expense ratio is 0.49%, holding 5 positions across various sectors. Inception date: 2023-05-11.

FTHBX performance shows a YTD return of 11.54%. The 1-year return is 23.01%. FTHBX dividend yield stands at 1.09%, paid semi-annually.

FTHBX 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 FTHBX holdings, FTHBX sectors, or FTHBX dividends.

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