Fidelity Advisor Sust Trgt Dt 2020 M (FSWHX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.93% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.36 |
| Dividend Yield | 2.74% |
| Dividend Growth | 71.63% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 12.63 |
| YTD Return | 5.77% |
| 1-Year Return | 12.24% |
| 5-Year Return | n/a |
| 52-Week Low | 11.52 |
| 52-Week High | 12.73 |
| 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.
Performance
FSWHX had a total return of 12.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.10%.
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 | $0.080 | 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 |