Fidelity Advisor Sust Trgt Dt 2020 Z (FSWKX)

Fund Assets	4.70M
Expense Ratio	0.344%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.31
Dividend Yield	2.50%
Dividend Growth	23.81%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	12.55
YTD Return	5.41%
1-Year Return	7.13%
5-Year Return	n/a
52-Week Low	11.74
52-Week High	12.86
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.

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

Performance

FSWKX had a total return of 7.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.74%.

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%
FSWJX	Fidelity Advisor Sustainable Target Date 2020 Fund: Class I	0.43%
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	$0.098	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

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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