Fidelity Sustainable Target Date 2065 K (FTHGX)
| Fund Assets | 5.58M |
| Expense Ratio | 0.40% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.22 |
| Dividend Yield | 1.46% |
| Dividend Growth | 20.11% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 15.10 |
| YTD Return | 2.65% |
| 1-Year Return | 25.06% |
| 5-Year Return | n/a |
| 52-Week Low | 10.81 |
| 52-Week High | 15.17 |
| Beta (5Y) | n/a |
| Holdings | 6 |
| Inception Date | May 11, 2023 |
About FTHGX
Fidelity Sustainable Target Date 2065 Fund Class K is a target-date mutual fund designed to help investors plan for retirement around the year 2065. Its primary function is to seek high current income, with capital appreciation as a secondary goal. The fund achieves this by investing at least 80% of its assets in underlying Fidelity funds that prioritize issuers with proven or improving sustainability practices or positive environmental, social, and governance (ESG) characteristics. Leveraging Fidelity’s proprietary sustainable investment research and ESG ratings, this fund employs a diversified asset allocation approach that evolves over time, becoming more conservative as the target date approaches. Managed by Fidelity’s experienced asset allocation team, the fund aims to balance growth potential with responsible investing principles. By focusing on sustainable investments, it appeals to individuals aiming to integrate long-term financial planning with an ESG-aligned investment philosophy, playing a significant role in the growing intersection of retirement planning and sustainable finance.
Performance
FTHGX had a total return of 25.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.45%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 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 | $0.189 | Dec 31, 2025 |
| May 9, 2025 | $0.032 | May 12, 2025 |
| Dec 30, 2024 | $0.182 | Dec 31, 2024 |
| May 10, 2024 | $0.002 | May 13, 2024 |
| Dec 28, 2023 | $0.121 | Dec 29, 2023 |