Fidelity Advisor Sust Trgt Dt 2020 I (FSWJX)

Fund Assets	4.70M
Expense Ratio	0.427%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.30
Dividend Yield	2.40%
Dividend Growth	24.48%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	12.54
YTD Return	5.39%
1-Year Return	7.03%
5-Year Return	n/a
52-Week Low	11.73
52-Week High	12.85
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.

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

Performance

FSWJX had a total return of 7.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.61%.

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%
FSWEX	Fidelity Advisor Sustainable Target Date 2020 Fund: Class A	0.68%

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	$0.095	May 18, 2026
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

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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