Fidelity Sustainable Target Date 2025 (FSWOX)

Fund Assets	4.27M
Expense Ratio	0.44%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.27
Dividend Yield	2.03%
Dividend Growth	6.80%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	13.20
YTD Return	6.39%
1-Year Return	8.35%
5-Year Return	n/a
52-Week Low	12.13
52-Week High	13.55
Beta (5Y)	n/a
Holdings	9
Inception Date	n/a

About FSWOX

Fidelity Sustainable Target Date 2025 Fund is an open-end mutual fund designed to align with the retirement needs of investors targeting retirement in or around the year 2025. As a target date allocation fund, its primary objective is to achieve high total return until the target retirement year, transitioning thereafter to prioritize high current income, with capital appreciation as a secondary goal. The fund is structured with a glide path that gradually shifts its asset allocation from growth-oriented investments to more income-focused assets as the retirement date approaches, helping to manage risk over time. A notable characteristic is its commitment to sustainability, as the fund invests in underlying funds that emphasize environmental, social, and governance (ESG) criteria. Managed by an experienced team at Fidelity, the fund plays a significant role in the retirement planning space, particularly for individuals seeking portfolios that are both adaptive to changing time horizons and aligned with sustainable investment principles. The expense ratio for the fund is competitively low, and it does not charge shareholder fees, making it an accessible option for retirement savers focused on both sustainability and prudent asset allocation.

• Fund Family: Fidelity
• Category: Target-Date 2025
• Stock Exchange: Nasdaq
• Ticker Symbol: FSWOX

Performance

FSWOX had a total return of 8.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.71%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FSWZX	Class K6	0.24%
FSWYX	Class K	0.34%
FSWVX	Fidelity Advisor Sustainable Target Date 2025 Fund: Class Z	0.34%
FSWUX	Fidelity Advisor Sustainable Target Date 2025 Fund: Class I	0.44%

Top Holdings

99.94% of assets

Name	Symbol	Weight
Fidelity Series Sustainable U.S. Market	FSUMX	28.48%
Fidelity Series Sustainable Invmt GrdBd	FIGDX	23.69%
Fidelity Series Sust Non-US Dev Mrkt Fd	FNDMX	16.63%
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx	FSTDX	10.01%
Fidelity Series Sustainable Emerg Mkts	FEMYX	9.47%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	4.87%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	4.45%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx	FSTZX	2.01%
Fidelity Series Treasury Bill Index	FHQFX	0.34%

Dividend History

Ex-Dividend	Amount	Pay Date
May 15, 2026	$0.035	May 18, 2026
Dec 30, 2025	$0.240	Dec 31, 2025
May 9, 2025	$0.025	May 12, 2025
Dec 30, 2024	$0.233	Dec 31, 2024
May 10, 2024	$0.028	May 13, 2024
Dec 28, 2023	$0.183	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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