FSUWX Mutual Fund
FSUWX Mutual Fund
FSUWX Mutual Fund
Fidelity Sustainable Target Date Retirement Fund Class K6
FSUWX Mutual Fund Overview
FSUWX Mutual Fund (Fidelity Sustainable Target Date Retirement Fund Class K6) is managed by Fidelity Investments (US). FSUWX expense ratio is 0.21%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSUWX performance shows a YTD return of 4.78%. The 1-year return is 9.24%. FSUWX dividend yield stands at 3.32%, paid monthly.
FSUWX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (38.2%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (22.5%), Fidelity Series Sustainable U.S. Market Fund (12.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (9.3%), Fidelity Series Treasury Bill Index Fund (5.5%). View all FSUWX holdings, sector breakdown, or dividend history.
FSUWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSUWX alternatives are available via the screener, along with tax-loss harvesting opportunities.