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Fidelity Advisor Sust Trgt Dt 2020 Z6 (FSWLX)

10.76 +0.04 (+0.37%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 10.72
  • YTD Return 3.54%
  • 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 2.07%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.04
  • 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: FSWLX

Trailing returns as of 6/7/2024. Category is Target-Date 2020.

YTD Return

FSWLX
3.54%
Category
5.78%
 

1-Year Return

FSWLX
11.11%
Category
18.91%
 

3-Year Return

FSWLX
0.00%
Category
9.48%
 

5-Year Return

FSWLX
0.00%
Category
8.82%
 

Holdings: FSWLX

Top 6 Holdings (83.73% of Total Assets)

SymbolCompany% Assets
FIGDX
Fidelity Series Sustainable Invmt GrdBd 33.03%
FSUMX
Fidelity Series Sustainable U.S. Market 23.75%
FNDMX
Fidelity Series Sust Non-US Dev Mrkt Fd 15.53%
FEMYX
Fidelity Series Sustainable Emerg Mkts 8.10%
FTLTX
Fidelity Series Long-Term Trs Bd Idx 3.09%
FHQFX
Fidelity Series Treasury Bill Index 0.23%

Sector Weightings

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

Recent News: FSWLX

Research Reports: FSWLX

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