FSWKX Mutual Fund
FSWKX Mutual Fund
FSWKX Mutual Fund
Fidelity Advisor Sustainable Target Date 2020 Fund Class Z
FSWKX Mutual Fund Overview
FSWKX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class Z) is managed by Fidelity Investments (US) with $126,880.04 in net assets. FSWKX expense ratio is 0.33%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWKX performance shows a YTD return of 6.73%. The 1-year return is 12.09%. FSWKX dividend yield stands at 2.93%, paid semi-annually.
FSWKX 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 FSWKX holdings, FSWKX sectors, or FSWKX dividends.
FSWKX can be compared against other funds. Use FSWKX overlap to find shared positions, or FSWKX vs another fund for a side-by-side view. FSWKX alternatives are available via the screener, along with tax-loss harvesting opportunities.