Fidelity Advisor Sustainable Target Date 2020 Z (FSWKX)
12.12
-0.02
(-0.16%)
USD |
Jan 07 2026
FSWKX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 5.22% |
| Stock | 43.51% |
| Bond | 51.52% |
| Convertible | 0.00% |
| Preferred | 0.08% |
| Other | -0.33% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 74.62% |
|---|---|
|
North America
|
71.90% |
| Canada | 2.62% |
| United States | 69.28% |
|
Latin America
|
2.72% |
| Brazil | 0.33% |
| Colombia | 0.01% |
| Mexico | 0.30% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 13.62% |
|---|---|
| United Kingdom | 2.90% |
|
Europe Developed
|
9.91% |
| Austria | 0.27% |
| Belgium | 0.50% |
| Denmark | 0.21% |
| Finland | 0.35% |
| France | 1.63% |
| Germany | 1.40% |
| Greece | 0.17% |
| Ireland | 0.93% |
| Italy | 0.67% |
| Netherlands | 1.04% |
| Norway | 0.16% |
| Portugal | 0.22% |
| Spain | 0.71% |
| Sweden | 0.51% |
| Switzerland | 0.85% |
|
Europe Emerging
|
0.07% |
| Poland | 0.02% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.74% |
| Israel | 0.10% |
| Saudi Arabia | 0.16% |
| South Africa | 0.35% |
| United Arab Emirates | 0.12% |
| Greater Asia | 11.20% |
|---|---|
| Japan | 4.24% |
|
Australasia
|
0.64% |
| Australia | 0.52% |
|
Asia Developed
|
3.41% |
| Hong Kong | 0.41% |
| Singapore | 0.37% |
| South Korea | 0.97% |
| Taiwan | 1.66% |
|
Asia Emerging
|
2.92% |
| China | 1.77% |
| India | 0.97% |
| Indonesia | 0.10% |
| Malaysia | 0.03% |
| Philippines | 0.01% |
| Thailand | 0.03% |
| Unidentified Region | 0.56% |
|---|
Bond Credit Quality Exposure
| AAA | 5.97% |
| AA | 68.28% |
| A | 6.59% |
| BBB | 7.83% |
| 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 | 0.02% |
| Not Available | 11.31% |
| Short Term | 0.00% |
As of November 30, 2025
Stock Sector Exposure
| Cyclical |
|
15.71% |
| Materials |
|
1.85% |
| Consumer Discretionary |
|
4.28% |
| Financials |
|
8.96% |
| Real Estate |
|
0.62% |
| Sensitive |
|
22.70% |
| Communication Services |
|
3.20% |
| Energy |
|
1.75% |
| Industrials |
|
6.03% |
| Information Technology |
|
11.72% |
| Defensive |
|
5.27% |
| Consumer Staples |
|
1.69% |
| Health Care |
|
2.96% |
| Utilities |
|
0.62% |
| Not Classified |
|
56.32% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
56.29% |
As of November 30, 2025
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 79.05% |
| Corporate | 12.20% |
| Securitized | 8.36% |
| Municipal | 0.00% |
| Other | 0.39% |
Bond Maturity Exposure
| Short Term |
|
5.76% |
| Less than 1 Year |
|
5.76% |
| Intermediate |
|
59.30% |
| 1 to 3 Years |
|
7.49% |
| 3 to 5 Years |
|
13.17% |
| 5 to 10 Years |
|
38.64% |
| Long Term |
|
14.17% |
| 10 to 20 Years |
|
11.46% |
| 20 to 30 Years |
|
0.62% |
| Over 30 Years |
|
2.08% |
| Other |
|
20.77% |
As of November 30, 2025