Fidelity Sustainable Target Date 2025 K (FSWYX)
| Fund Assets | 4.27M |
| Expense Ratio | 0.34% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.27 |
| Dividend Yield | 2.05% |
| Dividend Growth | 3.42% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 13.30 |
| YTD Return | 7.36% |
| 1-Year Return | 15.01% |
| 5-Year Return | n/a |
| 52-Week Low | 11.82 |
| 52-Week High | 13.47 |
| Beta (5Y) | n/a |
| Holdings | 9 |
| Inception Date | May 11, 2023 |
About FSWYX
Fidelity Sustainable Target Date 2025 Fund Class K is a target-date mutual fund designed to provide a diversified investment portfolio that evolves progressively as the target retirement year of 2025 approaches. The fund primarily seeks to offer long-term growth of capital and income by investing in a mix of U.S. and international equity, as well as bond funds, structured through underlying Fidelity funds. Distinguishing itself with an ESG (Environmental, Social, and Governance) focus, the fund incorporates sustainability criteria in its management and selection process, appealing to investors who prioritize responsible investing. As of April 2025, its allocation included significant exposure to U.S. equity funds, investment grade bonds, and international assets, aiming for a balance between risk mitigation and growth potential as retirement nears. Fidelity Sustainable Target Date 2025 Fund Class K is notable for its role in helping retirement savers transition their portfolios to more conservative allocations around the targeted retirement date, integrating both asset allocation strategies and ESG considerations to address evolving investor preferences.
Performance
FSWYX had a total return of 15.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.24%.
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 Summer Street Trust - Fidelity Series Sustainable U.S. Market Fund | n/a | 27.82% |
| Fidelity Series Sustainable Invmt GrdBd | FIGDX | 25.78% |
| Fidelity Series Sust Non-US Dev Mrkt Fd | FNDMX | 16.56% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 10.58% |
| Fidelity Series Sustainable Emerg Mkts | FEMYX | 7.89% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 4.62% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 4.57% |
| Fidelity Salem Street Trust - FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | n/a | 1.43% |
| Fidelity Series Treasury Bill Index | FHQFX | 0.67% |
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 |