Morningstar

Fidelity Sustainable Target Date 2020 Fund - Class K FSWMX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.54  /  −0.32 %
  • Total Assets 5.3M
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.43%
  • Turnover 31%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 4:55 AM GMT+0

Morningstar’s Analysis FSWMX

Will FSWMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSWMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSWMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSWMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Sustainable Target Date 2020 K holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FSWMX

More FSWMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Sustainable Invmt GrdBd

31.20 2M
—

Fidelity Series Sustainable U.S. Market

24.75 1M
—

Fidelity Series Sust Non-US Dev Mrkt Fd

14.41 761,810
—

Fidelity Series Sustainable Emerg Mkts

8.77 463,424
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

7.83 414,003
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

5.89 311,428
—

Fidelity Series Intl Dev Mkts Bd Idx

4.86 257,065
—

Fidelity Series Long-Term Trs Bd Idx

2.08 110,158
—

Fidelity Series Treasury Bill Index

0.11 5,661
—

Cash

0.08 4,429
Cash and Equivalents

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