Fidelity Sustainable Target Date 2070 A (FRCWX)
| Fund Assets | 932.34K |
| Expense Ratio | 0.74% |
| Min. Investment | $0.00 |
| Turnover | 20.00% |
| Dividend (ttm) | 0.17 |
| Dividend Yield | 1.43% |
| Dividend Growth | n/a |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 11.47 |
| YTD Return | 12.88% |
| 1-Year Return | 15.64% |
| 5-Year Return | n/a |
| 52-Week Low | 9.07 |
| 52-Week High | 11.51 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | n/a |
About FRCWX
The Fidelity Advisor Sustainable Target Date 2070 Fund is a target-date mutual fund designed to help investors save for retirement, with a specific focus on sustainability. It is geared toward individuals planning to retire around the year 2070 and employs a glide-path investment strategy, gradually shifting its asset allocation from higher-growth investments to more income-oriented and conservative holdings as the target date approaches. Notably, this fund integrates sustainable investing principles by using Fidelity’s proprietary environmental, social, and governance (ESG) research and ratings throughout the investment process. The fund invests primarily in underlying sustainable building-block funds, aligning its portfolio with responsible investing objectives. Its structure allows for a "set-it-and-forget-it" approach to retirement planning, adapting automatically to the investor’s life stage. Serving as part of Fidelity’s broader suite of sustainable target date solutions, the fund reflects evolving investor preferences for both long-term retirement planning and positive societal impact, making it a significant offering in the retirement and ESG-focused fund markets.
Performance
FRCWX had a total return of 15.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.51%.
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 | $0.145 | Dec 31, 2024 |