Fidelity Sustainable Target Date 2020 (FSWDX)

Fund Assets	4.70M
Expense Ratio	0.43%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.30
Dividend Yield	2.42%
Dividend Growth	17.51%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	12.51
YTD Return	5.40%
1-Year Return	7.07%
5-Year Return	n/a
52-Week Low	11.70
52-Week High	12.82
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.

• Fund Family: Fidelity
• Category: Target-Date 2020
• Stock Exchange: Nasdaq
• Ticker Symbol: FSWDX

Performance

FSWDX had a total return of 7.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.64%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FSWNX	Class K6	0.23%
FSWMX	Class K	0.33%
FSWKX	Fidelity Advisor Sustainable Target Date 2020 Fund: Class Z	0.33%
FSWJX	Fidelity Advisor Sustainable Target Date 2020 Fund: Class I	0.43%

Top Holdings

99.92% of assets

Name	Symbol	Weight
Fidelity Series Sustainable Invmt GrdBd	FIGDX	31.76%
Fidelity Series Sustainable U.S. Market	FSUMX	24.10%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	14.36%
Fidelity Series Sustainable Emerg Mkts	FEMYX	8.48%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	7.90%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx	FSTZX	6.22%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	4.96%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	2.05%
Fidelity Series Treasury Bill Index	FHQFX	0.09%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.095	May 18, 2026
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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