FSWBX Mutual Fund
FSWBX Mutual Fund
FSWBX Mutual Fund
Fidelity Sustainable Target Date 2015 Fund Class K6
FSWBX Mutual Fund Overview
FSWBX Mutual Fund (Fidelity Sustainable Target Date 2015 Fund Class K6) is managed by Fidelity Investments (US) with $260,000 in net assets. FSWBX expense ratio is 0.22%, holding 10 positions across various sectors. Inception date: 2023-05-11.
FSWBX performance shows a YTD return of 4.15%. The 1-year return is 4.96%. FSWBX dividend yield stands at 2.90%, paid semi-annually.
FSWBX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (31.5%), Fidelity Series Sustainable U.S. Market Fund (20.6%), 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 (7.4%). Go to all FSWBX holdings, FSWBX sectors, or FSWBX dividends.
FSWBX can be compared against other funds. Use FSWBX overlap to find shared positions, or FSWBX vs another fund for a side-by-side view. FSWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.