FSWKX Mutual Fund
FSWKX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class Z
FSWKX Mutual Fund Overview
FSWKX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class Z) is managed by Fidelity Investments (US) with $128,490.43 in net assets. FSWKX expense ratio is 0.33%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWKX performance shows a YTD return of 6.73%. The 1-year return is 14.01%. FSWKX dividend yield stands at 2.93%, paid semi-annually.
FSWKX 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 FSWKX holdings, sector breakdown, or dividend history.
FSWKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWKX alternatives are available via the screener, along with tax-loss harvesting opportunities.