FSWHX Mutual Fund

FSWHX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class M) is managed by Fidelity Investments (US) with $127,967.07 in net assets. FSWHX expense ratio is 0.93%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWHX performance shows a YTD return of 4.84%. The 1-year return is 11.72%. FSWHX dividend yield stands at 2.41%, paid semi-annually.

FSWHX 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 FSWHX holdings, FSWHX sectors, or FSWHX dividends.

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