FSWSX Mutual Fund
FSWSX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class M
FSWSX Mutual Fund Overview
FSWSX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class M) is managed by Fidelity Investments (US) with $134,316.67 in net assets. FSWSX expense ratio is 0.94%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWSX performance shows a YTD return of 7.34%. The 1-year return is 14.68%. FSWSX dividend yield stands at 1.49%, paid semi-annually.
FSWSX 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 FSWSX holdings, sector breakdown, or dividend history.
FSWSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWSX alternatives are available via the screener, along with tax-loss harvesting opportunities.