Fidelity Sustainable Target Date 2060 K6 (FTGNX)
| Fund Assets | 8.37M |
| Expense Ratio | 0.29% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.27 |
| Dividend Yield | 1.64% |
| Dividend Growth | 24.42% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.48 |
| YTD Return | 13.26% |
| 1-Year Return | 24.72% |
| 5-Year Return | n/a |
| 52-Week Low | 13.47 |
| 52-Week High | 16.75 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | May 11, 2023 |
About FTGNX
Fidelity Sustainable Target Date 2060 Fund Class K6 is an open-end mutual fund designed for individuals planning to retire around the year 2060. This fund adopts a target-date strategy, automatically adjusting its asset allocation over time to shift from a higher-growth, equity-focused portfolio to a more conservative, income-oriented mix as the target retirement date approaches. A distinguishing characteristic is its emphasis on sustainable investing, as it seeks to invest primarily in underlying Fidelity funds that focus on companies with proven or improving environmental, social, and governance (ESG) practices. The fund is actively managed and diversifies across U.S. and international equity funds, as well as bond funds, reflecting global exposure and risk management. Its primary objective is to generate high current income, with capital appreciation as a secondary goal, making it a relevant option for long-term retirement savers who prioritize sustainable investment principles in their retirement strategy. Launched in 2023, this fund benefits from Fidelity's experience in both target-date and sustainable investment research, aiming to balance risk and return according to the evolving needs of future retirees.
Performance
FTGNX had a total return of 24.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.21%.
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 | $0.211 | Dec 31, 2025 |
| May 9, 2025 | $0.024 | May 12, 2025 |
| Dec 30, 2024 | $0.193 | Dec 31, 2024 |
| May 10, 2024 | $0.011 | May 13, 2024 |
| Dec 28, 2023 | $0.129 | Dec 29, 2023 |