Fidelity Sustainable Target Date 2060 K (FTGKX)

Fund Assets	8.37M
Expense Ratio	0.39%
Min. Investment	$0.00
Turnover	24.00%
Dividend (ttm)	0.20
Dividend Yield	1.16%
Dividend Growth	18.07%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	16.97
YTD Return	15.79%
1-Year Return	23.65%
5-Year Return	n/a
52-Week Low	13.83
52-Week High	17.13
Beta (5Y)	n/a
Holdings	5
Inception Date	May 11, 2023

About FTGKX

Fidelity Sustainable Target Date 2060 Fund - Class K is a target-date mutual fund designed to help investors plan for retirement around the year 2060. The fund primarily seeks to provide high current income and, as a secondary goal, capital appreciation by investing at least 80% of its assets in other Fidelity funds that focus on sustainability and environmental, social, and governance (ESG) criteria. Its portfolio is broadly diversified, with substantial allocations to domestic equity funds, international equity funds, and a smaller portion dedicated to bond funds. Notably, as of March 2025, over 90% of its assets are in sustainable U.S. and non-U.S. equity markets, with a meaningful allocation also to emerging markets and a component in long-term Treasury bonds. The fund is structured to automatically adjust its asset allocation over time, moving towards more conservative investments as the target date approaches. Fidelity Sustainable Target Date 2060 Fund - Class K plays a significant role for investors seeking a long-term, professionally managed, and ESG-focused investment solution aligned with a future retirement objective.

• Fund Family: Fidelity
• Category: Target-Date 2060+
• Stock Exchange: NASDAQ
• Ticker Symbol: FTGKX
• Share Class: Class K
• Index: Index is not provided by Management Company

Performance

FTGKX had a total return of 23.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.97%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FTGNX	Class K6	0.29%
FTDLX	Fidelity Advisor Sustainable Target Date 2060 Fund: Class Z	0.39%
FSZYX	Fidelity Advisor Sustainable Target Date 2060 Fund: Class I	0.49%
FSZTX	Fidelity Advisor Sustainable Target Date 2060 Fund: Class A	0.74%

Top Holdings

100.03% of assets

Name	Symbol	Weight
Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund	n/a	54.05%
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	4.28%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	0.49%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.059	May 18, 2026
Dec 30, 2025	$0.199	Dec 31, 2025
May 9, 2025	$0.024	May 12, 2025
Dec 30, 2024	$0.181	Dec 31, 2024
May 10, 2024	$0.005	May 13, 2024
Dec 28, 2023	$0.123	Dec 29, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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