Fidelity Advisor Sust Trgt Dt 2020 Z (FSWKX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.33% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.43 |
| Dividend Yield | 3.37% |
| Dividend Growth | 58.15% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 12.62 |
| YTD Return | 6.00% |
| 1-Year Return | 12.85% |
| 5-Year Return | n/a |
| 52-Week Low | 11.55 |
| 52-Week High | 12.76 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWKX
Fidelity Advisor Sustainable Target Date 2020 Fund is a mutual fund designed to serve as a diversified investment solution for individuals targeting retirement around the year 2020. This fund employs a “target date” strategy, automatically adjusting its asset allocation over time: as the target retirement date approaches and passes, the portfolio gradually shifts from higher-risk growth assets, such as equities, toward more conservative holdings, like bonds and short-term instruments. Notably, this fund integrates a sustainability mandate by focusing on investments that meet specific environmental, social, and governance (ESG) criteria, drawing on Fidelity’s proprietary ESG research and ratings to inform its selections. By blending traditional target date glide-path design with a comprehensive sustainable investment approach, it aims to balance long-term growth and capital preservation while reflecting investor interest in responsible investing. The fund is managed by Fidelity’s experienced asset allocation team, and it is suitable as a core holding within a retirement portfolio for those seeking progressive de-risking alongside a focus on sustainability.
Performance
FSWKX had a total return of 12.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.92%.
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 | $0.098 | May 18, 2026 |
| Dec 30, 2025 | $0.329 | Dec 31, 2025 |
| May 9, 2025 | $0.020 | May 12, 2025 |
| Dec 30, 2024 | $0.250 | Dec 31, 2024 |
| May 10, 2024 | $0.056 | May 13, 2024 |
| Dec 28, 2023 | $0.189 | Dec 29, 2023 |