FSWWX Mutual Fund

NAV$10.90

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%

Price Chart (6M)

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Top Holdings

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all FSWWX holdings, sector breakdown, or dividend history.

FSWWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSWWX alternatives are available via the screener, along with tax-loss harvesting opportunities.