Fidelity Sustainable Target Date 2025 K (FSWYX)

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	7.74%
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 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.

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

Performance

FSWYX had a total return of 7.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.63%.

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%
FSWVX	Fidelity Advisor Sustainable Target Date 2025 Fund: Class Z	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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