FSVWX Mutual Fund
FSVWX Mutual Fund
FSVWX Mutual Fund
Fidelity Advisor Sustainable Target Date 2015 Fund Class Z
FSVWX Mutual Fund Overview
FSVWX Mutual Fund (Fidelity Advisor Sustainable Target Date 2015 Fund Class Z) is managed by Fidelity Investments (US) with $120,603.22 in net assets. FSVWX expense ratio is 0.32%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSVWX performance shows a YTD return of 5.78%. The 1-year return is 9.98%. FSVWX dividend yield stands at 3.15%, paid semi-annually.
FSVWX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (31.9%), Fidelity Series Sustainable U.S. Market Fund (20.3%), Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (14.6%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (12.6%), Fidelity Series Sustainable Emerging Markets Fund (7.1%). Go to all FSVWX holdings, FSVWX sectors, or FSVWX dividends.
FSVWX can be compared against other funds. Use FSVWX overlap to find shared positions, or FSVWX vs another fund for a side-by-side view. FSVWX alternatives are available via the screener, along with tax-loss harvesting opportunities.