Fidelity Advisor Sustainable Target Date 2020 Z (FSWKX)
11.30
+0.03
(+0.27%)
USD |
May 29 2025
FSWKX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 7.03% |
| Stock | 43.08% |
| Bond | 51.62% |
| Convertible | 0.00% |
| Preferred | 0.08% |
| Other | -1.81% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 70.18% |
|---|---|
|
North America
|
67.63% |
| Canada | 2.55% |
| United States | 65.08% |
|
Latin America
|
2.55% |
| Brazil | 0.36% |
| Colombia | 0.01% |
| Mexico | 0.14% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 14.74% |
|---|---|
| United Kingdom | 3.25% |
|
Europe Developed
|
10.60% |
| Austria | 0.25% |
| Belgium | 0.49% |
| Denmark | 0.39% |
| Finland | 0.32% |
| France | 1.64% |
| Germany | 1.60% |
| Greece | 0.18% |
| Ireland | 1.10% |
| Italy | 0.78% |
| Netherlands | 1.20% |
| Norway | 0.18% |
| Portugal | 0.23% |
| Spain | 0.52% |
| Sweden | 0.62% |
| Switzerland | 0.85% |
|
Europe Emerging
|
0.07% |
| Poland | 0.04% |
| Turkey | 0.01% |
|
Africa And Middle East
|
0.82% |
| Israel | 0.13% |
| Saudi Arabia | 0.23% |
| South Africa | 0.31% |
| United Arab Emirates | 0.15% |
| Greater Asia | 10.34% |
|---|---|
| Japan | 3.26% |
|
Australasia
|
0.65% |
| Australia | 0.51% |
|
Asia Developed
|
2.93% |
| Hong Kong | 0.15% |
| Singapore | 0.39% |
| South Korea | 0.75% |
| Taiwan | 1.63% |
|
Asia Emerging
|
3.50% |
| China | 2.19% |
| India | 1.02% |
| Indonesia | 0.12% |
| Malaysia | 0.13% |
| Philippines | 0.02% |
| Thailand | 0.01% |
| Unidentified Region | 4.74% |
|---|
Bond Credit Quality Exposure
| AAA | 6.08% |
| AA | 68.16% |
| A | 6.22% |
| BBB | 8.65% |
| 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 | 10.87% |
| Short Term | 0.00% |
As of March 31, 2025
Stock Sector Exposure
| Cyclical |
|
14.31% |
| Materials |
|
2.17% |
| Consumer Discretionary |
|
3.63% |
| Financials |
|
7.92% |
| Real Estate |
|
0.61% |
| Sensitive |
|
22.84% |
| Communication Services |
|
2.55% |
| Energy |
|
2.42% |
| Industrials |
|
5.89% |
| Information Technology |
|
11.98% |
| Defensive |
|
6.89% |
| Consumer Staples |
|
2.15% |
| Health Care |
|
4.14% |
| Utilities |
|
0.61% |
| Not Classified |
|
55.96% |
| Non Classified Equity |
|
0.84% |
| Not Classified - Non Equity |
|
55.11% |
As of July 31, 2024
Bond Sector Exposure
As of March 31, 2025
| Type | % Net |
|---|---|
| Government | 76.32% |
| Corporate | 13.91% |
| Securitized | 9.21% |
| Municipal | 0.00% |
| Other | 0.56% |
Bond Maturity Exposure
| Short Term |
|
3.05% |
| Less than 1 Year |
|
3.05% |
| Intermediate |
|
60.51% |
| 1 to 3 Years |
|
4.11% |
| 3 to 5 Years |
|
14.19% |
| 5 to 10 Years |
|
42.21% |
| Long Term |
|
35.89% |
| 10 to 20 Years |
|
11.62% |
| 20 to 30 Years |
|
19.23% |
| Over 30 Years |
|
5.04% |
| Other |
|
0.55% |
As of March 31, 2025