Fidelity Sustainable Target Date 2065 (FTGPX)
| Fund Assets | 5.58M |
| Expense Ratio | 0.50% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.22 |
| Dividend Yield | 1.42% |
| Dividend Growth | 17.30% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 15.24 |
| YTD Return | 3.82% |
| 1-Year Return | 19.85% |
| 5-Year Return | n/a |
| 52-Week Low | 10.80 |
| 52-Week High | 15.40 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | n/a |
About FTGPX
Fidelity Sustainable Target Date 2065 Fund is a mutual fund designed to help investors save for retirement by providing a diversified, sustainability-focused investment solution that adjusts its asset allocation over time. Tailored for individuals planning to retire around or after the year 2065, the fund primarily invests in other Fidelity funds that meet environmental, social, and governance (ESG) criteria, leveraging proprietary sustainable investment research and ESG ratings throughout the process. Its holdings span a mix of U.S. and non-U.S. equities, emerging markets, and fixed income securities, with a significant portion allocated to sustainable U.S. and international markets. Notable features include a competitive expense ratio among peers and an emphasis on ESG integration, which seeks to address issues such as carbon footprint, fossil fuel exposure, and social impact considerations. The fund’s asset allocation gradually shifts from growth-oriented to more conservative investments as the target retirement date approaches, embodying the lifecycle approach central to target date strategies. Managed by Fidelity’s experienced team, it aims to offer a practical solution for investors prioritizing long-term growth and sustainability in their retirement planning.
Performance
FTGPX had a total return of 19.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.11%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
100.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 51.46% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 28.30% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 12.56% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 6.31% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.38% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.186 | Dec 31, 2025 |
| May 9, 2025 | $0.031 | May 12, 2025 |
| Dec 30, 2024 | $0.182 | Dec 31, 2024 |
| May 10, 2024 | $0.003 | May 13, 2024 |
| Dec 28, 2023 | $0.125 | Dec 29, 2023 |