Fidelity Sustainable Target Date 2020 K6 (FSWNX)
| Fund Assets | 4.70M |
| Expense Ratio | 0.23% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.44 |
| Dividend Yield | 3.47% |
| Dividend Growth | 55.12% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 12.62 |
| YTD Return | 6.53% |
| 1-Year Return | 13.40% |
| 5-Year Return | n/a |
| 52-Week Low | 11.54 |
| 52-Week High | 12.76 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWNX
Fidelity Sustainable Target Date 2020 Fund Class K6 is a target-date mutual fund that combines a forward-looking investment approach with a focus on sustainability. Tailored for individuals retiring in or around the year 2020, the fund’s investment strategy gradually shifts from growth-oriented assets to more income-focused holdings as the target date passes. The primary goal is to provide investors with high total returns until the designated retirement year, after which the emphasis transitions to generating a stable income stream. Notably, this fund integrates environmental, social, and governance (ESG) considerations into its investment process, seeking exposure to companies and bonds that demonstrate sustainable business practices. Its portfolio consists of a diversified mix of U.S. bonds and other asset classes, with asset allocation actively managed to adjust risk over time. The fund is supported by a strong management team and a consistent investment methodology, which contributes to its recognition within the sustainable retirement fund category.
Performance
FSWNX had a total return of 13.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.20%.
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 | $0.101 | May 18, 2026 |
| Dec 30, 2025 | $0.338 | Dec 31, 2025 |
| May 9, 2025 | $0.024 | May 12, 2025 |
| Dec 30, 2024 | $0.259 | Dec 31, 2024 |
| May 10, 2024 | $0.062 | May 13, 2024 |
| Dec 28, 2023 | $0.196 | Dec 29, 2023 |