Fidelity Advisor Sust Trgt Dt 2025 A (FSWQX)
| Fund Assets | 4.27M |
| Expense Ratio | 0.70% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.22 |
| Dividend Yield | 1.65% |
| Dividend Growth | -1.32% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 12.81 |
| YTD Return | 2.88% |
| 1-Year Return | 15.18% |
| 5-Year Return | n/a |
| 52-Week Low | 10.88 |
| 52-Week High | 13.63 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWQX
Fidelity Advisor Sustainable Target Date 2025 Fund Class A is a target date mutual fund specifically structured for investors planning to retire or enter a significant withdrawal phase around the year 2025. The fund primarily seeks to provide a diversified investment solution that automatically evolves its asset allocation over time, gradually shifting from a focus on growth to greater emphasis on capital preservation as the target date approaches. A distinguishing feature of this fund is its commitment to sustainable investing; it constructs its portfolio using underlying funds that emphasize environmental, social, and governance (ESG) criteria, drawing on Fidelity's proprietary ESG research and ratings. This sustainability mandate makes it particularly relevant for investors who prioritize responsible investment practices. Throughout its lifecycle, the fund leverages Fidelity’s expertise in asset allocation and risk management to balance exposure between equities, fixed income, and other asset classes, adapting to changing market conditions and evolving investor needs. By integrating retirement-focused diversification with a sustainability overlay, the fund serves a dual role in helping investors approach retirement both prudently and responsibly.
Performance
FSWQX had a total return of 15.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.79%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top Holdings
99.93% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Sustainable U.S. Market | FSUMX | 28.88% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 22.20% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 17.76% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 10.70% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 8.14% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 6.89% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 3.73% |
| Fidelity Series Treasury Bill Index | FHQFX | 1.65% |
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 0.00% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.205 | Dec 31, 2025 |
| May 9, 2025 | $0.019 | May 12, 2025 |
| Dec 30, 2024 | $0.208 | Dec 31, 2024 |
| May 10, 2024 | $0.019 | May 13, 2024 |
| Dec 28, 2023 | $0.174 | Dec 29, 2023 |