Returns Chart

Fidelity Advisor Sustainable Target Date 2020 Z (FSWKX) Total Return
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Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '250.00%7.07%

Key Stats

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Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.33% 4.350M -- 29.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
2.460M 7.07% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks high total return until its target retirement date. Thereafter the funds objective will be to seek high current income and as a secondary objective, capital appreciation. It seeks to achieve its objective by investing in underlying Fidelity funds that the Adviser believes have positive ESG characteristics.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Target Maturity MA USD 2020
Peer Group Mixed-Asset Target 2020 Funds
Global Macro Target Maturity
US Macro Mixed-Assets Target Date Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income Funds
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 9
-293.79M Peer Group Low
9.868M Peer Group High
1 Year
% Rank: 18
2.460M
-5.377B Peer Group Low
237.49M Peer Group High
3 Months
% Rank: 18
-1.260B Peer Group Low
207.39M Peer Group High
3 Years
% Rank: 24
-17.55B Peer Group Low
228.54M Peer Group High
6 Months
% Rank: 18
-2.613B Peer Group Low
191.42M Peer Group High
5 Years
% Rank: 27
-34.40B Peer Group Low
279.07M Peer Group High
YTD
% Rank: 15
-1.794B Peer Group Low
208.26M Peer Group High
10 Years
% Rank: 51
-42.12B Peer Group Low
1.730B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
0.65%
-4.46%
16.19%
12.07%
6.75%
-14.64%
10.72%
5.86%
3.16%
-6.91%
18.39%
13.26%
8.56%
-16.60%
12.71%
7.00%
3.51%
-5.17%
15.62%
16.14%
10.10%
-17.60%
7.65%
4.53%
2.69%
-5.15%
17.77%
12.31%
8.40%
-13.58%
11.85%
8.31%
2.34%
As of May 15, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (5-14-25) 2.25%
30-Day SEC Yield (10-3-23) 0.00%
7-Day SEC Yield (10-3-23) 0.00%
Stock
Weighted Average PE Ratio 28.13
Weighted Average Price to Sales Ratio 5.880
Weighted Average Price to Book Ratio 7.115
Weighted Median ROE 29.96%
Weighted Median ROA 10.41%
ROI (TTM) 16.61%
Return on Investment (TTM) 16.61%
Earning Yield 0.0491
LT Debt / Shareholders Equity 0.8140
Bond
Yield to Maturity (3-31-25) 3.70%
Average Coupon 2.91%
Calculated Average Quality 1.635
Effective Maturity 12.64
Nominal Maturity 12.65
As of March 31, 2025

Growth Metrics

EPS Growth (1Y) 21.96%
EPS Growth (3Y) 15.18%
EPS Growth (5Y) 16.86%
Sales Growth (1Y) 11.75%
Sales Growth (3Y) 12.25%
Sales Growth (5Y) 11.51%
Sales per Share Growth (1Y) 14.49%
Sales per Share Growth (3Y) 12.73%
Operating Cash Flow - Growth Ratge (3Y) 15.18%
As of March 31, 2025

Fund Details

Key Dates
Inception Date 5/11/2023
Last Annual Report Date 3/31/2024
Last Prospectus Date 5/30/2024
Share Classes
FSWDX Direct Sold
FSWEX A
FSWGX C
FSWHX M
FSWJX Inst
FSWMX K
FSWNX Other
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

Created with Highcharts 11.1.0
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%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.33%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks high total return until its target retirement date. Thereafter the funds objective will be to seek high current income and as a secondary objective, capital appreciation. It seeks to achieve its objective by investing in underlying Fidelity funds that the Adviser believes have positive ESG characteristics.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Target Maturity MA USD 2020
Peer Group Mixed-Asset Target 2020 Funds
Global Macro Target Maturity
US Macro Mixed-Assets Target Date Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income Funds
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (5-14-25) 2.25%
30-Day SEC Yield (10-3-23) 0.00%
7-Day SEC Yield (10-3-23) 0.00%
Stock
Weighted Average PE Ratio 28.13
Weighted Average Price to Sales Ratio 5.880
Weighted Average Price to Book Ratio 7.115
Weighted Median ROE 29.96%
Weighted Median ROA 10.41%
ROI (TTM) 16.61%
Return on Investment (TTM) 16.61%
Earning Yield 0.0491
LT Debt / Shareholders Equity 0.8140
Bond
Yield to Maturity (3-31-25) 3.70%
Average Coupon 2.91%
Calculated Average Quality 1.635
Effective Maturity 12.64
Nominal Maturity 12.65
As of March 31, 2025

Growth Metrics

EPS Growth (1Y) 21.96%
EPS Growth (3Y) 15.18%
EPS Growth (5Y) 16.86%
Sales Growth (1Y) 11.75%
Sales Growth (3Y) 12.25%
Sales Growth (5Y) 11.51%
Sales per Share Growth (1Y) 14.49%
Sales per Share Growth (3Y) 12.73%
Operating Cash Flow - Growth Ratge (3Y) 15.18%
As of March 31, 2025

Fund Details

Key Dates
Inception Date 5/11/2023
Last Annual Report Date 3/31/2024
Last Prospectus Date 5/30/2024
Share Classes
FSWDX Direct Sold
FSWEX A
FSWGX C
FSWHX M
FSWJX Inst
FSWMX K
FSWNX Other
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:FSWKX", "name")
Broad Asset Class: =YCI("M:FSWKX", "broad_asset_class")
Broad Category: =YCI("M:FSWKX", "broad_category_group")
Prospectus Objective: =YCI("M:FSWKX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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