FSWUX Mutual Fund
FSWUX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class I
FSWUX Mutual Fund Overview
FSWUX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class I) is managed by Fidelity Investments (US) with $245,308.25 in net assets. FSWUX expense ratio is 0.44%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWUX performance shows a YTD return of 7.72%. The 1-year return is 15.29%. FSWUX dividend yield stands at 1.94%, paid semi-annually.
FSWUX 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 FSWUX holdings, sector breakdown, or dividend history.
FSWUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWUX alternatives are available via the screener, along with tax-loss harvesting opportunities.