Fidelity Sustainable Target Date 2020 Fund - Class K
FSWMX
NASDAQ
| Weiss Ratings | FSWMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSWMX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (2), Andrew J Dierdorf (1), Brett F. Sumsion (1), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSWMX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Sustainable Target Date 2020 Fund - Class K | |||
| Category | Target-Date 2020 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 11, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSWMX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.16% | |||
| Dividend | FSWMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.13% | |||
| Asset Allocation | FSWMX-NASDAQ | Click to Compare |
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| Cash | 3.95% | |||
| Stock | 46.33% | |||
| U.S. Stock | 23.35% | |||
| Non-U.S. Stock | 22.98% | |||
| Bond | 49.54% | |||
| U.S. Bond | 43.20% | |||
| Non-U.S. Bond | 6.34% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.18% | |||
| Price History | FSWMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.13% | |||
| 30-Day Total Return | 2.73% | |||
| 60-Day Total Return | 4.58% | |||
| 90-Day Total Return | 6.79% | |||
| Year to Date Total Return | 7.38% | |||
| 1-Year Total Return | 9.04% | |||
| 2-Year Total Return | 19.93% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSWMX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FSWMX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $11.33 | |||
| 1-Month High NAV | $11.63 | |||
| 52-Week Low NAV | $10.39 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.63 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | FSWMX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSWMX-NASDAQ | Click to Compare |
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| Total Assets | 4.70M | |||
| Operating Ratios | FSWMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.33% | |||
| Turnover Ratio | 22.00% | |||
| Performance | FSWMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.45% | |||
| Last Bear Market Total Return | -- | |||