Fidelity Sustainable Target Date 2070 (FRCQX)
| Fund Assets | 1.13M |
| Expense Ratio | 0.49% |
| Min. Investment | $0.00 |
| Turnover | 20.00% |
| Dividend (ttm) | 0.21 |
| Dividend Yield | 1.56% |
| Dividend Growth | 11.58% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 13.59 |
| YTD Return | 13.11% |
| 1-Year Return | 24.33% |
| 5-Year Return | n/a |
| 52-Week Low | 11.12 |
| 52-Week High | 13.81 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | n/a |
About FRCQX
Fidelity Sustainability Target Date 2070 is a mutual fund structured as a target-date retirement fund, designed for individuals planning to retire around the year 2070. The fund’s core objective is to provide a diversified portfolio that gradually adjusts its asset allocation, shifting from a higher concentration in growth-oriented investments like equities to more conservative holdings as the target retirement date approaches. Notably, this fund integrates sustainability considerations into its investment process, seeking out companies and securities with positive environmental, social, and governance (ESG) characteristics, while aiming to minimize exposure to industries such as fossil fuels, deforestation, and weapons manufacturing. As part of Fidelity’s suite of sustainable target-date funds, it serves investors who are not only focused on long-term retirement planning but also wish to align their investments with sustainability values. The fund is actively managed and periodically rebalanced to reflect the appropriate risk profile over time, playing a significant role in the market for retirement-focused, ESG-conscious investment solutions.
Performance
FRCQX had a total return of 24.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.42%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
100.03% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 54.06% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.02% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 13.19% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 4.27% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.49% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.060 | May 18, 2026 |
| Dec 30, 2025 | $0.152 | Dec 31, 2025 |
| May 9, 2025 | $0.029 | May 12, 2025 |
| Dec 30, 2024 | $0.161 | Dec 31, 2024 |