FSWQX Mutual Fund
FSWQX Mutual Fund
FSWQX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class A
FSWQX Mutual Fund Overview
FSWQX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class A) is managed by Fidelity Investments (US) with $186,766.07 in net assets. FSWQX expense ratio is 0.69%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWQX performance shows a YTD return of 7.60%. The 1-year return is 12.98%. FSWQX dividend yield stands at 1.67%, paid semi-annually.
FSWQX top holdings include Fidelity Series Sustainable U.S. Market Fund (28.9%), Fidelity Series Sustainable Investment Grade Bond Fund (24.9%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (16.7%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (10.3%), Fidelity Series Sustainable Emerging Markets Fund (9.0%). Go to all FSWQX holdings, FSWQX sectors, or FSWQX dividends.
FSWQX can be compared against other funds. Use FSWQX overlap to find shared positions, or FSWQX vs another fund for a side-by-side view. FSWQX alternatives are available via the screener, along with tax-loss harvesting opportunities.