FSWSX Mutual Fund

FSWSX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class M) is managed by Fidelity Investments (US) with $134,328.25 in net assets. FSWSX expense ratio is 0.94%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSWSX performance shows a YTD return of 5.02%. The 1-year return is 7.50%. FSWSX dividend yield stands at 1.46%.

FSWSX top holdings include Fidelity Series Sustainable U.S. Market Fund (28.9%), Fidelity Series Sustainable Investment Grade Bond Fund (24.9%), Fidelity Series Sustainable Non-U.S. Developed Markets Fund (16.7%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (10.3%), Fidelity Series Sustainable Emerging Markets Fund (9.0%). Go to all FSWSX holdings, FSWSX sectors, or FSWSX dividends.

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