Fidelity Advisor Sust Trgt Dt 2020 A (FSWEX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.68% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.39 |
| Dividend Yield | 2.87% |
| Dividend Growth | 66.67% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 12.60 |
| YTD Return | 5.91% |
| 1-Year Return | 12.48% |
| 5-Year Return | n/a |
| 52-Week Low | 11.53 |
| 52-Week High | 12.74 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWEX
Fidelity Advisor Sustainable Target Date 2020 Fund Class A is a target-date mutual fund designed to help investors prepare for retirement with a specific focus on sustainability factors. The fund primarily seeks to provide high current income, with capital appreciation as a secondary goal, by investing in a diversified mix of underlying Fidelity funds that prioritize environmental, social, and governance (ESG) considerations. As a target-date fund, its asset allocation was constructed to gradually shift from a growth-oriented portfolio to a more conservative mix as the year 2020 approached and passed, reflecting the typical needs of investors nearing or entering retirement. The fund is notable for its commitment to sustainable investment strategies, incorporating socially responsible criteria into its selection of underlying holdings. By employing this ESG-focused approach, the fund aims to balance retirement income needs with positive long-term impacts on society and the environment. This makes it a distinctive option within the broader category of retirement-focused mutual funds, serving individuals and institutions seeking both financial and sustainability objectives.
Performance
FSWEX had a total return of 12.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.45%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.91% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 34.05% |
| Fidelity Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 23.05% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 14.18% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 8.25% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 6.93% |
| Fidelity Salem Street Trust - FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | n/a | 5.86% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 5.05% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 1.91% |
| Fidelity Series Treasury Bill Index | FHQFX | 0.63% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 15, 2026 | $0.087 | May 18, 2026 |
| Dec 30, 2025 | $0.298 | Dec 31, 2025 |
| May 9, 2025 | $0.010 | May 12, 2025 |
| Dec 30, 2024 | $0.221 | Dec 31, 2024 |
| May 10, 2024 | $0.047 | May 13, 2024 |
| Dec 28, 2023 | $0.174 | Dec 29, 2023 |