FSWJX Mutual Fund
FSWJX Mutual Fund
FSWJX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class I
FSWJX Mutual Fund Overview
FSWJX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class I) is managed by Fidelity Investments (US) with $126,757.05 in net assets. FSWJX expense ratio is 0.43%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWJX performance shows a YTD return of 6.71%. The 1-year return is 11.98%. FSWJX dividend yield stands at 2.83%, paid semi-annually.
FSWJX 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 FSWJX holdings, FSWJX sectors, or FSWJX dividends.
FSWJX can be compared against other funds. Use FSWJX overlap to find shared positions, or FSWJX vs another fund for a side-by-side view. FSWJX alternatives are available via the screener, along with tax-loss harvesting opportunities.