FSWGX Mutual Fund
FSWGX Mutual Fund
FSWGX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class C
FSWGX Mutual Fund Overview
FSWGX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class C) is managed by Fidelity Investments (US) with $141,737.7 in net assets. FSWGX expense ratio is 1.43%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWGX performance shows a YTD return of 5.97%. The 1-year return is 10.89%. FSWGX dividend yield stands at 1.99%, paid semi-annually.
FSWGX 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 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.