FSWLX Mutual Fund

NAV$10.70

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%

Price Chart (6M)

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Top Holdings

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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
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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. View all FSWLX holdings, sector breakdown, or dividend history.

FSWLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWLX alternatives are available via the screener, along with tax-loss harvesting opportunities.