Fidelity Advisor Sust Trgt Dt 2025 Z (FSWVX)

Fund Assets	6.48M
Expense Ratio	0.337%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.26
Dividend Yield	2.01%
Dividend Growth	3.53%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	13.23
YTD Return	5.75%
1-Year Return	7.82%
5-Year Return	n/a
52-Week Low	12.15
52-Week High	13.58
Beta (5Y)	n/a
Holdings	9
Inception Date	May 11, 2023

About FSWVX

Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z is a target date mutual fund designed to help investors accumulate assets for retirement, with the investment approach tuned for those anticipating retirement around the year 2025. The fund employs a diversified asset allocation that automatically becomes more conservative as the target date approaches, aiming to balance growth potential with risk management over time. Distinctively, this fund integrates a sustainable investment strategy, utilizing Fidelity’s proprietary environmental, social, and governance (ESG) research and ratings to select underlying investments, placing a strong emphasis on sustainability considerations throughout its portfolio construction. This approach means the fund primarily invests in securities and strategies deemed to positively contribute to ESG factors, addressing the needs of investors focused on aligning their retirement savings with sustainability objectives. The fund is overseen by an experienced team leveraging Fidelity’s broad expertise in both asset allocation and sustainable investment research. By combining established target date fund methodology with comprehensive sustainability screening, the Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z serves investors seeking a retirement fund that prioritizes both long-term performance and responsible investing standards.

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

Performance

FSWVX had a total return of 7.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.64%.

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%
FSWUX	Fidelity Advisor Sustainable Target Date 2025 Fund: Class I	0.44%
FSWQX	Fidelity Advisor Sustainable Target Date 2025 Fund: Class A	0.69%

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	$0.037	May 18, 2026
Dec 30, 2025	$0.235	Dec 31, 2025
May 9, 2025	$0.026	May 12, 2025
Dec 30, 2024	$0.237	Dec 31, 2024
May 10, 2024	$0.029	May 13, 2024
Dec 28, 2023	$0.193	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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