FSWLX Mutual Fund

FSWLX Mutual Fund

NAV$10.70
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Fund Essentials

Net Assets
$104,779.14
Expense Ratio
0.24%
Dividend Yield (Current)
2.08%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+2.96%
1 Year+7.69%

Asset Allocation

Cash: 23.07%
Other: 76.93%
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Dividend Summary

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Dividend Yield (Current)
2.08%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FSWLX Mutual Fund Overview

FSWLX Mutual Fund (Fidelity Advisor Sustainable Target Date 2020 Fund Class Z6) is managed by Fidelity Investments (US) with $104,779.14 in net assets. FSWLX expense ratio is 0.24%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWLX performance shows a YTD return of 2.96%. The 1-year return is 7.69%. FSWLX dividend yield stands at 2.08%, paid unspecified.

FSWLX top holdings include a diversified portfolio. Go to all FSWLX holdings, FSWLX sectors, or FSWLX dividends.

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