FSWGX Mutual Fund

FSWGX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class C) is managed by Fidelity Investments (US) with $143,668.12 in net assets. FSWGX expense ratio is 1.43%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWGX performance shows a YTD return of 4.71%. The 1-year return is 11.37%. FSWGX dividend yield stands at 2.02%, paid semi-annually.

FSWGX 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 FSWGX holdings, FSWGX sectors, or FSWGX dividends.

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