FSWMX Mutual Fund

FSWMX Mutual Fund (Fidelity Sustainable Target Date 2020 Fund Class K) is managed by Fidelity Investments (US). FSWMX expense ratio is 0.33%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSWMX performance shows a YTD return of 6.73%. The 1-year return is 11.60%. FSWMX dividend yield stands at 3.35%, paid semi-annually.

FSWMX 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 FSWMX holdings, FSWMX sectors, or FSWMX dividends.

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