FSWKX Mutual Fund

FSWKX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class Z) is managed by Fidelity Investments (US) with $128,490.43 in net assets. FSWKX expense ratio is 0.33%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWKX performance shows a YTD return of 5.39%. The 1-year return is 12.58%. FSWKX dividend yield stands at 2.96%, paid semi-annually.

FSWKX 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 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.