FSWBX Mutual Fund
FSWBX Mutual Fund
Fidelity Sustainable Target Date 2015 Fund Class K6
FSWBX Mutual Fund Overview
FSWBX Mutual Fund (Fidelity Sustainable Target Date 2015 Fund Class K6) is managed by Fidelity Investments (US). FSWBX expense ratio is 0.22%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWBX performance shows a YTD return of 5.90%. The 1-year return is 11.76%. FSWBX dividend yield stands at 3.46%, paid semi-annually.
FSWBX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (35.8%), Fidelity Series Sustainable U.S. Market Fund (18.3%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (13.2%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (12.1%), Fidelity Series Sustainable Emerging Markets Fund (6.0%). View all FSWBX holdings, sector breakdown, or dividend history.
FSWBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.