FSWZX Mutual Fund
FSWZX Mutual Fund
Fidelity Sustainable Target Date 2025 Fund Class K6
FSWZX Mutual Fund Overview
FSWZX Mutual Fund (Fidelity Sustainable Target Date 2025 Fund Class K6) is managed by Fidelity Investments (US). FSWZX expense ratio is 0.24%, holding 9 positions across sectors including Unknown. Inception date: 2023-05-11.
FSWZX performance shows a YTD return of 7.76%. The 1-year return is 15.51%. FSWZX dividend yield stands at 2.12%, paid semi-annually.
FSWZX 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 FSWZX holdings, sector breakdown, or dividend history.
FSWZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWZX alternatives are available via the screener, along with tax-loss harvesting opportunities.