FSWNX Mutual Fund

FSWNX Mutual Fund (Fidelity Sustainable Target Date 2020 Fund Class K6) is managed by Fidelity Investments (US). FSWNX expense ratio is 0.23%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWNX performance shows a YTD return of 5.51%. The 1-year return is 12.20%. FSWNX dividend yield stands at 3.49%, paid semi-annually.

FSWNX 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 FSWNX holdings, FSWNX sectors, or FSWNX dividends.

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