Fidelity Sustainable Target Date 2025 Fund
FSWOX
NASDAQ
| Weiss Ratings | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (2), Andrew J Dierdorf (2), Brett F. Sumsion (2), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Sustainable Target Date 2025 Fund | |||
| Category | Target-Date 2025 | |||
| 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 | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.15% | |||
| Dividend | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.76% | |||
| Asset Allocation | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.21% | |||
| Stock | 52.32% | |||
| U.S. Stock | 26.99% | |||
| Non-U.S. Stock | 25.33% | |||
| Bond | 44.38% | |||
| U.S. Bond | 38.58% | |||
| Non-U.S. Bond | 5.80% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.71% | |||
| 30-Day Total Return | -2.04% | |||
| 60-Day Total Return | -1.97% | |||
| 90-Day Total Return | -0.55% | |||
| Year to Date Total Return | -0.08% | |||
| 1-Year Total Return | 14.90% | |||
| 2-Year Total Return | 19.90% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $12.13 | |||
| 1-Month High NAV | $12.73 | |||
| 52-Week Low NAV | $10.44 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.95 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.83M | |||
| Operating Ratios | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.44% | |||
| Turnover Ratio | 28.00% | |||
| Performance | FSWOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.00% | |||
| Last Bear Market Total Return | -- | |||