FSWDX Mutual Fund
FSWDX Mutual Fund
Fidelity Sustainable Target Date 2020 Fund
FSWDX Mutual Fund Overview
FSWDX Mutual Fund (Fidelity Sustainable Target Date 2020 Fund) is managed by Fidelity Investments (US). FSWDX expense ratio is 0.43%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWDX performance shows a YTD return of 6.73%. The 1-year return is 13.47%. FSWDX dividend yield stands at 3.28%, paid semi-annually.
FSWDX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (34.0%), Fidelity Series Sustainable U.S. Market Fund (23.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (14.2%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.3%), Fidelity Series Sustainable Emerging Markets Fund (6.9%). View all FSWDX holdings, sector breakdown, or dividend history.
FSWDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWDX alternatives are available via the screener, along with tax-loss harvesting opportunities.