FSWMX Mutual Fund
FSWMX Mutual Fund
Fidelity Sustainable Target Date 2020 Fund Class K
FSWMX Mutual Fund Overview
FSWMX Mutual Fund (Fidelity Sustainable Target Date 2020 Fund Class K) is managed by Fidelity Investments (US). FSWMX expense ratio is 0.33%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWMX performance shows a YTD return of 6.73%. The 1-year return is 13.52%. FSWMX dividend yield stands at 3.35%, paid semi-annually.
FSWMX 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 FSWMX holdings, sector breakdown, or dividend history.
FSWMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWMX alternatives are available via the screener, along with tax-loss harvesting opportunities.