Fidelity Advisor Sust Trgt Dt 2020 M (FSWHX)

Fund Assets	4.70M
Expense Ratio	0.929%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.24
Dividend Yield	1.94%
Dividend Growth	27.37%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	12.50
YTD Return	5.02%
1-Year Return	6.55%
5-Year Return	n/a
52-Week Low	11.71
52-Week High	12.82
Beta (5Y)	n/a
Holdings	9
Inception Date	May 11, 2023

About FSWHX

Fidelity Advisor Sustainable Target Date 2020 Fund – Class M is a mutual fund designed as a target-date allocation product, primarily focused on investors approaching or near retirement around the year 2020. Its primary function is to provide high current income, with capital appreciation as a secondary objective. The fund employs an actively managed strategy that allocates assets among underlying Fidelity funds, selecting those that prioritize environmental, social, and governance (ESG) considerations in their investment processes. Notably, the fund seeks to maintain a low carbon risk profile, evidenced by an asset-weighted Carbon Risk Score that reflects low exposure to carbon-related risks within its portfolio companies. This approach aims to balance the need for income and growth while adhering to sustainable investing principles. The fund has significance in the retirement planning market, serving investors who prefer a structured glide path toward lower risk as retirement approaches while emphasizing responsible investment practices aligned with sustainability goals.

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

Performance

FSWHX had a total return of 6.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.94%.

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	$0.080	May 18, 2026
Dec 30, 2025	$0.277	Dec 31, 2025
May 9, 2025	$0.008	May 12, 2025
Dec 30, 2024	$0.200	Dec 31, 2024
May 10, 2024	$0.041	May 13, 2024
Dec 28, 2023	$0.151	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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