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 $245,308.25 in net assets. FSWUX expense ratio is 0.44%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSWUX performance shows a YTD return of 6.20%. The 1-year return is 13.66%. FSWUX dividend yield stands at 1.96%, paid semi-annually.
FSWUX 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%). 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.