FSWQX Mutual Fund
FSWQX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class A
FSWQX Mutual Fund Overview
FSWQX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class A) is managed by Fidelity Investments (US) with $188,769.06 in net assets. FSWQX expense ratio is 0.69%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWQX performance shows a YTD return of 7.52%. The 1-year return is 14.98%. FSWQX dividend yield stands at 1.67%, paid semi-annually.
FSWQX top holdings include Fidelity Series Sustainable U.S. Market Fund (27.8%), Fidelity Series Sustainable Investment Grade Bond Fund (25.8%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (16.6%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (10.6%), Fidelity Series Sustainable Emerging Markets Fund (7.9%). View all FSWQX holdings, sector breakdown, or dividend history.
FSWQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWQX alternatives are available via the screener, along with tax-loss harvesting opportunities.