FSWEX Mutual Fund

FSWEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class A) is managed by Fidelity Investments (US) with $183,619.46 in net assets. FSWEX expense ratio is 0.68%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWEX performance shows a YTD return of 5.14%. The 1-year return is 12.13%. FSWEX dividend yield stands at 2.64%, paid semi-annually.

FSWEX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (34.0%), Fidelity Series Sustainable U.S. Market Fund (23.1%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (14.2%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.3%), Fidelity Series Sustainable Emerging Markets Fund (6.9%). Go to all FSWEX holdings, FSWEX sectors, or FSWEX dividends.

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