FSWEX Mutual Fund
FSWEX Mutual Fund
FSWEX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class A
FSWEX Mutual Fund Overview
FSWEX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class A) is managed by Fidelity Investments (US) with $127,300.31 in net assets. FSWEX expense ratio is 0.68%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWEX performance shows a YTD return of 6.48%. The 1-year return is 11.24%. FSWEX dividend yield stands at 2.60%, paid semi-annually.
FSWEX top holdings include Fidelity Series Sustainable Investment Grade Bond Fund (30.5%), Fidelity Series Sustainable U.S. Market Fund (24.5%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (14.5%), Fidelity Series Sustainable Emerging Markets Fund (8.0%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (7.8%). 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.