Fidelity Sustainable Target Date 2025 K6 (FSWZX)
| Fund Assets | 4.27M |
| Expense Ratio | 0.24% |
| Min. Investment | $0.00 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.29 |
| Dividend Yield | 2.14% |
| Dividend Growth | 3.26% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 15, 2026 |
| Previous Close | 13.29 |
| YTD Return | 7.47% |
| 1-Year Return | 15.22% |
| 5-Year Return | n/a |
| 52-Week Low | 11.82 |
| 52-Week High | 13.46 |
| 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.
Performance
FSWZX had a total return of 15.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.39%.
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 | $0.040 | 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 |