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Fidelity Advisor Sust Trgt Dt 2020 C (FSWGX)

10.82 +0.08 (+0.74%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 10.74
  • YTD Return 2.56%
  • Expense Ratio 1.43%
  • Category Target-Date 2020
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.9M
  • Beta (5Y Monthly) --
  • Yield 1.06%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.00
  • Inception Date May 11, 2023

Investing at least 80% of assets in underlying funds that are (i) fidelity funds that invest in securities of issuers that the adviser believes have proven or improving sustainability practices or positive environmental, social and governance (ESG) characteristics, (ii) fidelity index funds that track an ESG index, and (iii) fidelity funds that do not have a principal ESG investment strategy but invest at least 80% of assets in U.S. and international sovereign or government-related debt securities that the fund adviser believes have positive ESG characteristics.

Fidelity Investments

Fund Family

Target-Date 2020

Fund Category

1.9M

Net Assets

2023-05-11

Inception Date

Performance Overview: FSWGX

Trailing returns as of 6/12/2024. Category is Target-Date 2020.

YTD Return

FSWGX
2.56%
Category
5.78%
 

1-Year Return

FSWGX
9.37%
Category
18.91%
 

3-Year Return

FSWGX
0.00%
Category
9.48%
 

5-Year Return

FSWGX
0.00%
Category
8.82%
 

Holdings: FSWGX

Top 6 Holdings (83.73% of Total Assets)

SymbolCompany% Assets
FIGDX
FIGDX 33.03%
FSUMX
FSUMX 23.75%
FNDMX
FNDMX 15.53%
FEMYX
FEMYX 8.10%
FTLTX
FTLTX 3.09%
FHQFX
FHQFX 0.23%

Sector Weightings

SectorFSWGX
Technology   23.56%
Industrials   12.82%
Healthcare   9.74%
Energy   5.67%
Utilities   1.68%
Real Estate   1.56%

Recent News: FSWGX

Research Reports: FSWGX

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