Fidelity Sustainable Target Date 2020 (FSWDX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.43% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.35 |
| Dividend Yield | 2.83% |
| Dividend Growth | 14.85% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 12.24 |
| YTD Return | 2.68% |
| 1-Year Return | 13.05% |
| 5-Year Return | n/a |
| 52-Week Low | 10.07 |
| 52-Week High | 12.29 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | n/a |
About FSWDX
Fidelity Sustainable Target Date 2020 Fund is a target-date mutual fund designed to support investors as they approach and move through retirement, with a target date of 2020. This fund’s primary objective is to provide high total return until its designated retirement year, transitioning after 2020 to focus on generating high current income, with capital appreciation as a secondary goal. The fund features an evolving asset allocation strategy, gradually shifting from growth-oriented investments to a more conservative mix as the target date is reached, and ultimately aligns with a sustainable income strategy post-retirement. A distinctive characteristic is its sustainability mandate: the fund invests primarily in underlying funds with an environmental, social, and governance (ESG) focus, aiming to promote responsible investing without sacrificing diversification or strategic allocation. Fidelity Sustainable Target Date 2020 Fund plays a foundational role for investors seeking long-term, professionally managed retirement solutions that integrate both lifecycle risk management and sustainability considerations, making it relevant for individuals and institutions prioritizing ESG principles in their retirement planning.
Performance
FSWDX had a total return of 13.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.94%.
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 Invmt GrdBd | FIGDX | 32.09% |
| Fidelity Series Sustainable U.S. Market | FSUMX | 23.78% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 15.19% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 8.27% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 7.15% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 4.88% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 3.69% |
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 2.48% |
| Fidelity Series Treasury Bill Index | FHQFX | 2.36% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.322 | Dec 31, 2025 |
| May 9, 2025 | $0.026 | May 12, 2025 |
| Dec 30, 2024 | $0.249 | Dec 31, 2024 |
| May 10, 2024 | $0.054 | May 13, 2024 |
| Dec 28, 2023 | $0.194 | Dec 29, 2023 |