Fidelity Advisor Sust Trgt Dt 2020 I (FSWJX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.43% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.34 |
| Dividend Yield | 2.74% |
| Dividend Growth | 13.85% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 12.31 |
| YTD Return | 2.59% |
| 1-Year Return | 12.91% |
| 5-Year Return | n/a |
| 52-Week Low | 10.10 |
| 52-Week High | 12.33 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWJX
Fidelity Advisor Sustainable Target Date 2020 I is a target date mutual fund designed to help investors transition into retirement around the year 2020. Its primary function is to deliver a high total return prior to the target retirement date, and, afterwards, to emphasize high current income with secondary focus on capital appreciation. The fund employs a "fund of funds" approach, allocating assets among underlying investments that are selected for positive environmental, social, and governance (ESG) characteristics, integrating sustainability considerations into its portfolio construction. Over time, its asset allocation gradually becomes more conservative, increasing fixed-income exposure and reducing equity holdings to manage risk as investors move through retirement. The fund serves individuals, retirement plans, and other institutional investors seeking a professionally managed, ESG-oriented solution that aligns with their targeted retirement date. As part of Fidelity’s suite of sustainable target date funds, it contributes to the growing market demand for investment products that balance long-term financial goals with responsible investing standards.
Performance
FSWJX had a total return of 12.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.79%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.90% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 32.09% |
| Fidelity Series Sustainable U.S. Market | FSUMX | 23.78% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 15.19% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 8.27% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 7.15% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 4.88% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 3.69% |
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 2.48% |
| Fidelity Series Treasury Bill Index | FHQFX | 2.36% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.320 | Dec 31, 2025 |
| May 9, 2025 | $0.017 | May 12, 2025 |
| Dec 30, 2024 | $0.242 | Dec 31, 2024 |
| May 10, 2024 | $0.054 | May 13, 2024 |
| Dec 28, 2023 | $0.185 | Dec 29, 2023 |