FSWOX Mutual Fund
FSWOX Mutual Fund
Fidelity Sustainable Target Date 2025 Fund
FSWOX Mutual Fund Overview
FSWOX Mutual Fund (Fidelity Sustainable Target Date 2025 Fund) is managed by Fidelity Investments (US). FSWOX expense ratio is 0.44%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSWOX performance shows a YTD return of 7.65%. The 1-year return is 15.35%. FSWOX dividend yield stands at 2.05%, paid semi-annually.
FSWOX top holdings include Fidelity Series Sustainable U.S. Market Fund (27.8%), Fidelity Series Sustainable Investment Grade Bond Fund (25.8%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (16.6%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (10.6%), Fidelity Series Sustainable Emerging Markets Fund (7.9%). View all FSWOX holdings, sector breakdown, or dividend history.
FSWOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWOX alternatives are available via the screener, along with tax-loss harvesting opportunities.