Fidelity Sustainable Target Date 2015 K6 (FSWBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.72
+0.10 (0.94%)
At close: Apr 24, 2025
4.08%
Fund Assets 1.13M
Expense Ratio 0.22%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 0.37
Dividend Yield 3.54%
Dividend Growth n/a
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 30, 2024
Previous Close 10.62
YTD Return 1.42%
1-Year Return 10.58%
5-Year Return n/a
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 9
Inception Date May 11, 2023

About FSWBX

The Fidelity Sustainable Target Date 2015 K6 (FSWBX) seeks to achieve its objective by investing in underlying Fidelity funds that the Adviser believes have positive ESG characteristics.

Fund Family Fidelity
Category Target-Date 2015
Stock Exchange NASDAQ
Ticker Symbol FSWBX
Share Class Class K6
Index Index is not provided by Management Company

Performance

FSWBX had a total return of 10.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.08%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FSVZX Class K 0.32%
FSVWX Fidelity Advisor Sustainable Target Date 2015 Fund: Class Z 0.32%
FSVUX Fidelity Advisor Sustainable Target Date 2015 Fund: Class I 0.42%
FSVOX Fidelity Advisor Sustainable Target Date 2015 Fund: Class A 0.67%

Top 10 Holdings

99.89% of assets
Name Symbol Weight
Fidelity Series Sustainable Invmt GrdBd FIGDX 37.49%
Fidelity Series Sustainable U.S. Market FSUMX 18.73%
Fidelity Series Sust Non-US Dev Mrkt Fd FNDMX 12.13%
Fidelity Salem Street Trust - Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund n/a 11.39%
Fidelity Series Sustainable Emerg Mkts FEMYX 7.17%
Fidelity School Street Trust - Fidelity Series International Developed Markets Bond Index Fund n/a 5.06%
Fidelity Salem Street Trust - Fidelity Series 5+ Year Inflation-Protected Bond Index Fund n/a 5.00%
Fidelity Salem Street Trust - Fidelity Series Long-Term Treasury Bond Index Fund n/a 2.46%
Fidelity Series Treasury Bill Index FHQFX 0.45%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 30, 2024 $0.281 Dec 31, 2024
May 10, 2024 $0.093 May 13, 2024
Dec 28, 2023 $0.231 Dec 29, 2023
Full Dividend History