FSWJX Mutual Fund

FSWJX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class I) is managed by Fidelity Investments (US) with $155,896.7 in net assets. FSWJX expense ratio is 0.43%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWJX performance shows a YTD return of 5.37%. The 1-year return is 12.48%. FSWJX dividend yield stands at 2.87%, paid semi-annually.

FSWJX 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 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.