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