Fidelity Sustainable Target Date 2025 Fund - Class K6
FSWZX
NASDAQ
| Weiss Ratings | FSWZX-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 | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Sustainable Target Date 2025 Fund - Class K6 | |||
| 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 | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.25% | |||
| Dividend | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.11% | |||
| Asset Allocation | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.44% | |||
| Stock | 54.55% | |||
| U.S. Stock | 28.21% | |||
| Non-U.S. Stock | 26.34% | |||
| Bond | 41.79% | |||
| U.S. Bond | 37.17% | |||
| Non-U.S. Bond | 4.62% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.21% | |||
| Price History | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.27% | |||
| 30-Day Total Return | 3.02% | |||
| 60-Day Total Return | 5.20% | |||
| 90-Day Total Return | 7.96% | |||
| Year to Date Total Return | 7.96% | |||
| 1-Year Total Return | 9.68% | |||
| 2-Year Total Return | 21.98% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FSWZX-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 | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $11.56 | |||
| 1-Month High NAV | $11.90 | |||
| 52-Week Low NAV | $10.44 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.90 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.72M | |||
| Operating Ratios | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.24% | |||
| Turnover Ratio | 28.00% | |||
| Performance | FSWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.16% | |||
| Last Bear Market Total Return | -- | |||