FSWZX Mutual Fund

FSWZX Mutual Fund (Fidelity Sustainable Target Date 2025 Fund Class K6) is managed by Fidelity Investments (US). FSWZX expense ratio is 0.24%, holding 9 positions across various sectors. Inception date: 2023-05-11.

FSWZX performance shows a YTD return of 6.32%. The 1-year return is 13.86%. FSWZX dividend yield stands at 2.15%, paid semi-annually.

FSWZX 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 FSWZX holdings, FSWZX sectors, or FSWZX dividends.

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