Fidelity Sustainable Target Date 2065 Fund - Class K (FTHGX)
| Fund Assets | 5.58M |
| Expense Ratio | 0.39% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.50% |
| Dividend Growth | 15.42% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 16.38 |
| YTD Return | 12.30% |
| 1-Year Return | 26.36% |
| 5-Year Return | n/a |
| 52-Week Low | 13.07 |
| 52-Week High | 16.75 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| 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 26.36% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.25%.
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 Sustainable Non-U.S. Developed Markets Fund | FNDMX | 28.02% |
| Fidelity Series Sustainable Emerging Markets Fund | FEMYX | 13.19% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 4.28% |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | FSTDX | 0.49% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.058 | May 18, 2026 |
| 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 |