FSWRX Mutual Fund
FSWRX Mutual Fund
FSWRX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class C
FSWRX Mutual Fund Overview
FSWRX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class C) is managed by Fidelity Investments (US) with $156,762.15 in net assets. FSWRX expense ratio is 1.44%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWRX performance shows a YTD return of 7.03%. The 1-year return is 12.12%. FSWRX dividend yield stands at 1.07%, paid semi-annually.
FSWRX 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 FSWRX holdings, FSWRX sectors, or FSWRX dividends.
FSWRX can be compared against other funds. Use FSWRX overlap to find shared positions, or FSWRX vs another fund for a side-by-side view. FSWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.