FSUWX Mutual Fund

FSUWX Mutual Fund (Fidelity Sustainable Target Date Retirement Fund Class K6) is managed by Fidelity Investments (US) with $3.3M in net assets. FSUWX expense ratio is 0.21%, holding 10 positions across various sectors. Inception date: 2023-05-11.

FSUWX performance shows a YTD return of 3.31%. The 1-year return is 3.96%. FSUWX dividend yield stands at 3.32%, paid monthly.

FSUWX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (32.0%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (23.6%), Fidelity Series Sustainable U.S. Market Fund (16.3%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (10.7%), Fidelity Series Sustainable Emerging Markets Fund (6.5%). Go to all FSUWX holdings, FSUWX sectors, or FSUWX dividends.

FSUWX can be compared against other funds. Use FSUWX overlap to find shared positions, or FSUWX vs another fund for a side-by-side view. FSUWX alternatives are available via the screener, along with tax-loss harvesting opportunities.