Fidelity Sustainable Target Date 2070 I (FRDDX)
| Fund Assets | 800.66K |
| Expense Ratio | 0.49% |
| Min. Investment | $0.00 |
| Turnover | 20.00% |
| Dividend (ttm) | 0.19 |
| Dividend Yield | 1.73% |
| Dividend Growth | n/a |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 10.98 |
| YTD Return | 6.78% |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 9.08 |
| 52-Week High | 10.98 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | n/a |
About FRDDX
Fidelity Advisor Sustainable Target Date 2070 Fund I Class is a target date mutual fund designed to provide investors with a comprehensive investment solution aligned with retirement goals projected for the year 2070. Its primary function is to seek high total return through a diversified allocation that gradually becomes more conservative as it approaches and moves beyond its target date. The fund stands out by integrating a sustainability focus, utilizing proprietary environmental, social, and governance (ESG) ratings to evaluate the sustainability practices of its underlying holdings. Asset allocation is managed through a dynamic "glide path," adjusting exposures to U.S. and international equities, fixed income, and short-term investments over time. The investment process combines data-driven ESG analysis with fundamental research, aiming to balance growth potential and risk while addressing responsible investing criteria. The fund plays a key role for long-term investors seeking an all-in-one, professionally managed portfolio constructed to adapt as retirement approaches, with an explicit emphasis on sustainable investment practices.
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 Treasury Bond Index Fund | 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 | $0.158 | Dec 31, 2024 |