Fidelity Sustainable Target Date 2060 K (FTGKX)
| Fund Assets | 8.37M |
| Expense Ratio | 0.39% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.26 |
| Dividend Yield | 1.57% |
| Dividend Growth | 25.85% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.47 |
| YTD Return | 13.20% |
| 1-Year Return | 24.54% |
| 5-Year Return | n/a |
| 52-Week Low | 13.47 |
| 52-Week High | 16.74 |
| 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.
Performance
FTGKX had a total return of 24.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.04%.
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 | 54.05% |
| 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 |