Fidelity Advisor Sust Trgt Dt 2025 A (FSWQX)

Fund Assets	6.48M
Expense Ratio	0.669%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.22
Dividend Yield	1.64%
Dividend Growth	-1.37%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	13.19
YTD Return	6.10%
1-Year Return	8.01%
5-Year Return	n/a
52-Week Low	12.13
52-Week High	13.56
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.

• Fund Family: Fidelity
• Category: Target-Date 2025
• Stock Exchange: Nasdaq
• Ticker Symbol: FSWQX
• Share Class: Class A
• Index: Index is not provided by Management Company

Performance

FSWQX had a total return of 8.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.34%.

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	$0.019	May 18, 2026
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

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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