FSWJX Mutual Fund
FSWJX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class I
FSWJX Mutual Fund Overview
FSWJX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class I) is managed by Fidelity Investments (US) with $155,896.7 in net assets. FSWJX expense ratio is 0.43%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWJX performance shows a YTD return of 6.71%. The 1-year return is 13.91%. FSWJX dividend yield stands at 2.83%, paid semi-annually.
FSWJX 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 FSWJX holdings, sector breakdown, or dividend history.
FSWJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWJX alternatives are available via the screener, along with tax-loss harvesting opportunities.