Fidelity Sustainable Target Date 2025 Fund - Class K
FSWYX
NASDAQ
| Weiss Ratings | FSWYX-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 | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Finola McGuire Foley (3), Andrew J Dierdorf (2), Brett F. Sumsion (2), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Sustainable Target Date 2025 Fund - Class K | |||
| 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 | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.97% | |||
| Dividend | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.05% | |||
| Stock | 55.38% | |||
| U.S. Stock | 29.04% | |||
| Non-U.S. Stock | 26.34% | |||
| Bond | 42.52% | |||
| U.S. Bond | 37.40% | |||
| Non-U.S. Bond | 5.12% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.35% | |||
| 30-Day Total Return | 3.69% | |||
| 60-Day Total Return | 3.35% | |||
| 90-Day Total Return | 10.27% | |||
| Year to Date Total Return | 8.32% | |||
| 1-Year Total Return | 18.43% | |||
| 2-Year Total Return | 27.04% | |||
| 3-Year Total Return | 40.61% | |||
| 5-Year Total Return | -- | |||
| Price | FSWYX-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 | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $12.99 | |||
| 1-Month High NAV | $13.44 | |||
| 52-Week Low NAV | $11.60 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $13.44 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.61 | |||
| Standard Deviation | 8.95 | |||
| Balance Sheet | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.44M | |||
| Operating Ratios | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.34% | |||
| Turnover Ratio | 29.00% | |||
| Performance | FSWYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.54% | |||
| Last Bear Market Total Return | -- | |||