Fidelity Advisor Sust Trgt Dt 2020 A (FSWEX)

Fund Assets	4.70M
Expense Ratio	0.674%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.27
Dividend Yield	2.17%
Dividend Growth	26.76%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	12.51
YTD Return	4.82%
1-Year Return	6.18%
5-Year Return	n/a
52-Week Low	11.72
52-Week High	12.83
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.

• Fund Family: Fidelity
• Category: Target-Date 2020
• Stock Exchange: Nasdaq
• Ticker Symbol: FSWEX
• Share Class: Class A
• Index: Index is not provided by Management Company

Performance

FSWEX had a total return of 6.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.14%.

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	$0.087	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

Data Sources: Tiingo, Alpha Vantage, and more

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

Last checked:

Oct 17, 2026

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