FSWHX Mutual Fund
FSWHX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class M
FSWHX Mutual Fund Overview
FSWHX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class M) is managed by Fidelity Investments (US) with $127,967.07 in net assets. FSWHX expense ratio is 0.93%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWHX performance shows a YTD return of 6.17%. The 1-year return is 13.14%. FSWHX dividend yield stands at 2.38%, paid semi-annually.
FSWHX 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 FSWHX holdings, sector breakdown, or dividend history.
FSWHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWHX alternatives are available via the screener, along with tax-loss harvesting opportunities.