FSWOX Mutual Fund

FSWOX Mutual Fund (Fidelity Sustainable Target Date 2025 Fund) is managed by Fidelity Investments (US) with $5.0M in net assets. FSWOX expense ratio is 0.44%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWOX performance shows a YTD return of 5.32%. The 1-year return is 6.33%. FSWOX dividend yield stands at 2.03%, paid semi-annually.

FSWOX top holdings include Fidelity Series Sustainable U.S. Market (28.9%), Fidelity Series Sustainable Investment Grade Bond Fund (24.8%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (16.5%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (10.3%), Fidelity Series Sustainable Emerging Markets Fund (9.2%). Go to all FSWOX holdings, FSWOX sectors, or FSWOX dividends.

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