FSWWX Mutual Fund

FSWWX Mutual Fund

NAV$10.90
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Fund Essentials

Net Assets
$105,914.31
Expense Ratio
0.25%
Dividend Yield (Current)
2.08%
Holdings
9
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+3.81%
1 Year+8.98%

Asset Allocation

Cash: 27.84%
Other: 72.16%
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Dividend Summary

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Dividend Yield (Current)
2.08%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FSWWX Mutual Fund Overview

FSWWX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class Z6) is managed by Fidelity Investments (US) with $105,914.31 in net assets. FSWWX expense ratio is 0.25%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWWX performance shows a YTD return of 3.81%. The 1-year return is 8.98%. FSWWX dividend yield stands at 2.08%, paid unspecified.

FSWWX top holdings include a diversified portfolio. Go to all FSWWX holdings, FSWWX sectors, or FSWWX dividends.

FSWWX can be compared against other funds. Use FSWWX overlap to find shared positions, or FSWWX vs another fund for a side-by-side view. FSWWX alternatives are available via the screener, along with tax-loss harvesting opportunities.