Fidelity Advisor Sust Trgt Dt 2020 C (FSWGX)
| Fund Assets | 4.70M |
| Expense Ratio | 1.43% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.31 |
| Dividend Yield | 2.44% |
| Dividend Growth | 83.23% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 12.54 |
| YTD Return | 5.83% |
| 1-Year Return | 12.07% |
| 5-Year Return | n/a |
| 52-Week Low | 11.49 |
| 52-Week High | 12.69 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWGX
Fidelity Advisor Sustainable Target Date 2020 Fund – Class C is an actively managed mutual fund designed as a target-date solution, primarily intended for investors nearing or at retirement around the year 2020. The fund’s core objective is to provide high current income, with capital appreciation as a secondary goal. It distinguishes itself through a sustainability-focused investment approach, drawing on Fidelity’s proprietary ESG (environmental, social, and governance) research and ratings to select dedicated sustainable investment building blocks across asset classes. The fund’s portfolio is structured to evolve over time, becoming more conservative as the target date approaches, reflecting the need for reduced risk and income stability for retirees. Managed by a team with extensive experience in asset allocation, the fund leverages insights from long-standing research into retirement needs and diversification strategies. As part of Fidelity’s broader suite of sustainable target date funds, this offering allows investors to align their retirement savings with sustainability considerations while maintaining exposure to a strategically diversified portfolio that balances growth potential and capital preservation needs.
Performance
FSWGX had a total return of 12.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.54%.
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 | $0.065 | May 18, 2026 |
| Dec 30, 2025 | $0.241 | Dec 31, 2025 |
| May 9, 2025 | $0.008 | May 12, 2025 |
| Dec 30, 2024 | $0.159 | Dec 31, 2024 |
| May 10, 2024 | $0.027 | May 13, 2024 |
| Dec 28, 2023 | $0.119 | Dec 29, 2023 |