FSWEX Mutual Fund
FSWEX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class A
FSWEX Mutual Fund Overview
FSWEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class A) is managed by Fidelity Investments (US) with $183,619.46 in net assets. FSWEX expense ratio is 0.68%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWEX performance shows a YTD return of 6.48%. The 1-year return is 13.56%. FSWEX dividend yield stands at 2.60%, paid semi-annually.
FSWEX 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 FSWEX holdings, sector breakdown, or dividend history.
FSWEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.