Fidelity Advisor Sustainable Target Date 2020 Z (FSWKX)
12.68
+0.04
(+0.32%)
USD |
May 14 2026
FSWKX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 8.46% |
| Stock | 42.46% |
| Bond | 53.59% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | -4.56% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 76.16% |
|---|---|
|
North America
|
73.69% |
| Canada | 2.93% |
| United States | 70.76% |
|
Latin America
|
2.47% |
| Brazil | 0.28% |
| Chile | 0.01% |
| Colombia | 0.00% |
| Mexico | 0.28% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 14.74% |
|---|---|
| United Kingdom | 3.28% |
|
Europe Developed
|
10.70% |
| Austria | 0.28% |
| Belgium | 0.54% |
| Denmark | 0.27% |
| Finland | 0.37% |
| France | 1.50% |
| Germany | 1.32% |
| Greece | 0.16% |
| Ireland | 0.89% |
| Italy | 0.78% |
| Netherlands | 1.13% |
| Norway | 0.25% |
| Portugal | 0.25% |
| Spain | 0.77% |
| Sweden | 0.67% |
| Switzerland | 1.26% |
|
Europe Emerging
|
0.09% |
| Poland | -0.00% |
| Turkey | 0.07% |
|
Africa And Middle East
|
0.67% |
| Israel | 0.10% |
| Saudi Arabia | 0.13% |
| South Africa | 0.31% |
| United Arab Emirates | 0.13% |
| Greater Asia | 10.21% |
|---|---|
| Japan | 3.44% |
|
Australasia
|
0.92% |
| Australia | 0.69% |
|
Asia Developed
|
3.68% |
| Hong Kong | 0.30% |
| Singapore | 0.33% |
| South Korea | 1.31% |
| Taiwan | 1.75% |
|
Asia Emerging
|
2.17% |
| China | 1.33% |
| India | 0.72% |
| Indonesia | 0.06% |
| Malaysia | 0.06% |
| Philippines | 0.00% |
| Unidentified Region | -1.12% |
|---|
Bond Credit Quality Exposure
| AAA | 5.87% |
| AA | 68.88% |
| A | 7.11% |
| BBB | 7.33% |
| BB | 0.00% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 10.81% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
15.00% |
| Materials |
|
2.03% |
| Consumer Discretionary |
|
3.95% |
| Financials |
|
8.33% |
| Real Estate |
|
0.70% |
| Sensitive |
|
21.92% |
| Communication Services |
|
2.72% |
| Energy |
|
1.86% |
| Industrials |
|
6.31% |
| Information Technology |
|
11.03% |
| Defensive |
|
5.66% |
| Consumer Staples |
|
1.59% |
| Health Care |
|
3.35% |
| Utilities |
|
0.72% |
| Not Classified |
|
57.42% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
57.39% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 80.29% |
| Corporate | 11.52% |
| Securitized | 7.85% |
| Municipal | 0.00% |
| Other | 0.33% |
Bond Maturity Exposure
| Short Term |
|
7.38% |
| Less than 1 Year |
|
7.38% |
| Intermediate |
|
62.14% |
| 1 to 3 Years |
|
10.29% |
| 3 to 5 Years |
|
13.50% |
| 5 to 10 Years |
|
38.34% |
| Long Term |
|
30.49% |
| 10 to 20 Years |
|
10.00% |
| 20 to 30 Years |
|
16.08% |
| Over 30 Years |
|
4.40% |
| Other |
|
0.00% |
As of March 31, 2026