FSWGX Mutual Fund

NAV$12.50

Fund Essentials - as of Mar 31, 2026

Net Assets
$143,668.12
Expense Ratio
1.43%
Dividend Yield (Current)
1.99%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+6.14%
1 Year+12.79%
3 Year+9.75%

Asset Allocation

Cash: 23.07%
Other: 76.93%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FIGDXFidelity Series Sustainable Investment Grade Bond Fund34.05%
FSUMXFidelity Series Sustainable U.S. Market Fund23.05%
FNDMXFidelity Series Sustainable Non-U.S. Developed Markets Fund14.18%
FSTDXFidelity Series 5+ Year Inflation-Protected Bond Index Fund8.25%
FEMYXFidelity Series Sustainable Emerging Markets Fund6.93%
Top 10 Concentration: 99.91%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.99%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FSWGX Mutual Fund Overview

FSWGX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class C) is managed by Fidelity Investments (US) with $143,668.12 in net assets. FSWGX expense ratio is 1.43%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.

FSWGX performance shows a YTD return of 6.14%. The 1-year return is 12.79%. FSWGX dividend yield stands at 1.99%, paid semi-annually.

FSWGX 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 FSWGX holdings, sector breakdown, or dividend history.

FSWGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWGX alternatives are available via the screener, along with tax-loss harvesting opportunities.