Fidelity Sustainable Target Date 2020 K (FSWMX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.33% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.35 |
| Dividend Yield | 2.83% |
| Dividend Growth | 14.05% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 12.32 |
| YTD Return | 2.67% |
| 1-Year Return | 13.21% |
| 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 FSWMX
Fidelity Sustainable Target Date 2020 Fund Class K is a mutual fund designed as a target-date solution for investors approaching or in early retirement. Structured as a "fund of funds," it primarily seeks high total return until the target year of 2020; after this date, its objective shifts to prioritizing high current income with capital appreciation as a secondary goal. The fund invests in a diversified mix of underlying Fidelity funds, emphasizing those that incorporate positive environmental, social, and governance (ESG) characteristics, aligning with sustainability-focused investment principles. By dynamically adjusting its asset allocation over time, the fund balances risk and return to suit the evolving needs of investors nearing or past their target retirement date. Managed by Fidelity Investments, the strategy aims to offer a blend of growth and income across multiple asset classes, positioning itself within the allocation and mixed-asset target date categories. This approach supports investors who value both sustainable investing and age-appropriate portfolio diversification.
Performance
FSWMX had a total return of 13.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.05%.
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 | $0.329 | 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 |