Fidelity Sustainable Target Date 2070 K (FRCRX)
| Fund Assets | 932.34K |
| Expense Ratio | 0.39% |
| Min. Investment | $0.00 |
| Turnover | 20.00% |
| Dividend (ttm) | 0.19 |
| Dividend Yield | 1.67% |
| Dividend Growth | n/a |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 11.50 |
| YTD Return | 13.18% |
| 1-Year Return | 16.24% |
| 5-Year Return | n/a |
| 52-Week Low | 9.08 |
| 52-Week High | 11.53 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | n/a |
About FRCRX
Fidelity Sustainable Target Date 2070 Fund is a target date mutual fund designed for investors planning to retire around the year 2070. Its primary objective is to seek high total return until the target retirement date, at which point it shifts its focus toward generating high current income, with a secondary aim of capital preservation. The fund distinguishes itself by implementing a sustainable investing approach, integrating environmental, social, and governance (ESG) criteria into the investment selection process. It utilizes Fidelity’s proprietary ESG research and ratings, aiming to address long-term sustainability challenges while supporting retirement savings goals. The portfolio is broadly diversified across asset classes, adjusting its allocation from growth-oriented investments to more conservative holdings as the target date approaches. This fund serves as a comprehensive retirement solution for individuals who value both robust asset allocation and the integration of sustainability factors within their investment strategy.
Performance
FRCRX had a total return of 16.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.13%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
100.03% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 49.83% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 29.72% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 13.35% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 7.08% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 0.04% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.029 | May 12, 2025 |
| Dec 30, 2024 | $0.163 | Dec 31, 2024 |