Fidelity Sustainable Target Date 2015 Fund - Class K6 (FSWBX)
| Fund Assets | 1.44M |
| Expense Ratio | 0.22% |
| Min. Investment | $0.00 |
| Turnover | 19.00% |
| Dividend (ttm) | 0.42 |
| Dividend Yield | 3.46% |
| Dividend Growth | 25.83% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 12.10 |
| YTD Return | 6.09% |
| 1-Year Return | 13.89% |
| 5-Year Return | n/a |
| 52-Week Low | 11.01 |
| 52-Week High | 12.12 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWBX
Fidelity Sustainable Target Date 2015 Fund – Class K6 is a mutual fund designed as an allocation target-date fund, primarily aiming to provide high current income and, as a secondary goal, capital appreciation as investors approach and move past the target retirement year of 2015. The fund is part of Fidelity’s Sustainable Target Date series, which integrates environmental, social, and governance (ESG) considerations into its investment process. Investments are made primarily through underlying Fidelity funds that demonstrate strong sustainable and ESG characteristics, leveraging Fidelity’s proprietary research and ratings in these areas. The fund’s glide path shifts its allocation from growth-oriented assets to more income-focused holdings as the target date passes, making it suitable for investors near or in retirement seeking ongoing income with sustainability as a core principle. The Class K6 shares are institutionally oriented, offering lower expense ratios for eligible investors. This fund exemplifies Fidelity’s commitment to merging retirement investing expertise with a comprehensive sustainable strategy, addressing the needs of socially conscious investors focused on both financial security and responsible investment practices.
Performance
FSWBX had a total return of 13.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.31%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.90% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable Investment Grade Bond Fund | FIGDX | 35.81% |
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 18.27% |
| Fidelity Salem Street Trust - FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | n/a | 13.19% |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund | FNDMX | 12.07% |
| Fidelity Series Sustainable Emerging Markets Fund | FEMYX | 5.96% |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | FSTDX | 5.21% |
| Fidelity Series International Developed Markets Bond Index Fund | FSTQX | 5.07% |
| Fidelity Series Treasury Bill Index Fund | FHQFX | 2.45% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 1.87% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.088 | May 18, 2026 |
| Dec 30, 2025 | $0.331 | Dec 31, 2025 |
| May 9, 2025 | $0.052 | May 12, 2025 |
| Dec 30, 2024 | $0.281 | Dec 31, 2024 |
| May 10, 2024 | $0.093 | May 13, 2024 |
| Dec 28, 2023 | $0.231 | Dec 29, 2023 |