Fidelity Advisor Sustainable Target Date 2065 Fund - Class A
FTGUX
NASDAQ
| Weiss Ratings | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (2), Andrew J Dierdorf (1), Brett F. Sumsion (1), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Advisor Sustainable Target Date 2065 Fund - Class A | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 11, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.97% | |||
| Dividend | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.23% | |||
| Stock | 87.26% | |||
| U.S. Stock | 48.62% | |||
| Non-U.S. Stock | 38.64% | |||
| Bond | 6.27% | |||
| U.S. Bond | 6.25% | |||
| Non-U.S. Bond | 0.02% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.24% | |||
| Price History | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.41% | |||
| 30-Day Total Return | 2.80% | |||
| 60-Day Total Return | 1.87% | |||
| 90-Day Total Return | 2.30% | |||
| Year to Date Total Return | 19.31% | |||
| 1-Year Total Return | 19.47% | |||
| 2-Year Total Return | 35.33% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $14.05 | |||
| 1-Month High NAV | $14.85 | |||
| 52-Week Low NAV | $10.95 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.85 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.89M | |||
| Operating Ratios | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.74% | |||
| Turnover Ratio | 23.00% | |||
| Performance | FTGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.78% | |||
| Last Bear Market Total Return | -- | |||