FSWVX Mutual Fund

FSWVX Mutual Fund (Fidelity Advisor Sustainable Target Date 2025 Fund Class Z) is managed by Fidelity Investments (US) with $134,963.94 in net assets. FSWVX expense ratio is 0.34%, holding 8 positions across various sectors. Inception date: 2023-05-11.

FSWVX performance shows a YTD return of 5.49%. The 1-year return is 8.16%. FSWVX dividend yield stands at 2.00%.

FSWVX 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 FSWVX holdings, FSWVX sectors, or FSWVX dividends.

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