FSWVX Mutual Fund
FSWVX Mutual Fund
FSWVX Mutual Fund
Fidelity Advisor Sustainable Target Date 2025 Fund Class Z
FSWVX Mutual Fund Overview
FSWVX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class Z) is managed by Fidelity Investments (US) with $134,817.44 in net assets. FSWVX expense ratio is 0.34%, holding 9 positions across various sectors. Inception date: 2023-05-11.
FSWVX performance shows a YTD return of 6.21%. The 1-year return is 13.75%. FSWVX dividend yield stands at 2.05%, paid semi-annually.
FSWVX 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 FSWVX holdings, FSWVX sectors, or FSWVX dividends.
FSWVX can be compared against other funds. Use FSWVX overlap to find shared positions, or FSWVX vs another fund for a side-by-side view. FSWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.