FSWRX Mutual Fund
FSWRX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class C
FSWRX Mutual Fund Overview
FSWRX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class C) is managed by Fidelity Investments (US) with $159,085.67 in net assets. FSWRX expense ratio is 1.44%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWRX performance shows a YTD return of 7.11%. The 1-year return is 14.19%. FSWRX dividend yield stands at 1.07%, paid semi-annually.
FSWRX 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 FSWRX holdings, sector breakdown, or dividend history.
FSWRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.