FSWUX Mutual Fund
FSWUX Mutual Fund
FSWUX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class I
FSWUX Mutual Fund Overview
FSWUX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class I) is managed by Fidelity Investments (US) with $241,926.77 in net assets. FSWUX expense ratio is 0.44%, holding 8 positions across various sectors. Inception date: 2023-05-11.
FSWUX performance shows a YTD return of 7.80%. The 1-year return is 13.28%. FSWUX dividend yield stands at 1.93%, paid semi-annually.
FSWUX 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 FSWUX holdings, FSWUX sectors, or FSWUX dividends.
FSWUX can be compared against other funds. Use FSWUX overlap to find shared positions, or FSWUX vs another fund for a side-by-side view. FSWUX alternatives are available via the screener, along with tax-loss harvesting opportunities.