Fidelity Advisor Sust Trgt Dt 2025 C (FSWRX)

Fund Assets	6.48M
Expense Ratio	1.44%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.14
Dividend Yield	1.10%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	May 15, 2026

Previous Close	13.11
YTD Return	5.45%
1-Year Return	7.18%
5-Year Return	n/a
52-Week Low	12.10
52-Week High	13.49
Beta (5Y)	n/a
Holdings	9
Inception Date	May 11, 2023

About FSWRX

Fidelity Advisor Sustainable Target Date 2025 Fund Class C is a target date mutual fund designed for investors planning to retire or reach a key financial milestone around the year 2025. The fund uses a diversified asset allocation strategy that gradually shifts from higher-risk, growth-oriented investments to more conservative holdings as the target date approaches, aiming to balance long-term growth with increasing capital preservation as retirement nears. What distinguishes this fund is its explicit focus on sustainability: it invests primarily in underlying funds or securities that meet rigorous environmental, social, and governance (ESG) criteria, leveraging Fidelity’s proprietary ESG research and ratings throughout its investment process. This sustainable approach is intended to address investor preferences for responsible investing, while still seeking to deliver retirement readiness. Managed by Fidelity’s experienced asset allocation team, the fund integrates research on diversification, investor behavior, and capital markets. It plays a significant role within the retirement planning landscape as a solution for individuals and plan sponsors seeking a managed, ESG-integrated glide path to and through retirement. The Class C share structure offers features tailored to specific financial intermediary preferences, typically with levelized fees and no up-front sales charge.

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

Performance

FSWRX had a total return of 7.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.36%.

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	$0.008	May 18, 2026
Dec 30, 2025	$0.143	Dec 31, 2025
Dec 30, 2024	$0.145	Dec 31, 2024
Dec 28, 2023	$0.123	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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