Fidelity Sustainable Target Date 2025 K6 (FSWZX)

Fund Assets	6.48M
Expense Ratio	0.24%
Min. Investment	$0.00
Turnover	28.00%
Dividend (ttm)	0.28
Dividend Yield	2.10%
Dividend Growth	3.36%
Payout Frequency	Semi-Annual
Ex-Dividend Date	May 15, 2026

Previous Close	13.23
YTD Return	6.02%
1-Year Return	7.76%
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 FSWZX

Fidelity Sustainable Target Date 2025 Fund – Class K6 is a target-date mutual fund designed to help investors save for retirement while integrating environmental, social, and governance (ESG) considerations. Its primary function is to provide a professionally managed and diversified portfolio that automatically adjusts its asset allocation as the target retirement year—2025—approaches and passes. Early in its investment horizon, the fund emphasizes long-term growth by allocating a higher proportion to equities; as it nears and exceeds the target date, its allocation becomes more conservative, increasing exposure to fixed income to prioritize capital preservation and income generation. Notably, the fund invests in underlying funds focused on sustainability, leveraging Fidelity’s proprietary ESG research and ratings to select companies with strong sustainable practices. The fund is managed by an experienced team and features competitive fees relative to peers. It plays a significant role in the financial market by offering investors a pathway to align retirement savings with sustainable values while benefiting from diversification and professional oversight.

• Fund Family: Fidelity
• Category: Target-Date 2025
• Stock Exchange: Nasdaq
• Ticker Symbol: FSWZX
• Share Class: Class K6
• Index: Index is not provided by Management Company

Performance

FSWZX had a total return of 7.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.81%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
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%
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	$0.040	May 18, 2026
Dec 30, 2025	$0.245	Dec 31, 2025
May 9, 2025	$0.029	May 12, 2025
Dec 30, 2024	$0.247	Dec 31, 2024
May 10, 2024	$0.034	May 13, 2024
Dec 28, 2023	$0.200	Dec 29, 2023

Data Sources: Tiingo, Alpha Vantage, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Alpha Vantage. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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