Fidelity Sustainable Target Date 2020 Fund K (FSWMX)
12.28
0.00 (0.00%)
USD |
Dec 04 2025
FSWMX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 7.84% |
| Stock | 44.14% |
| Bond | 52.41% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | -4.46% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 74.61% |
|---|---|
|
North America
|
71.74% |
| Canada | 2.54% |
| United States | 69.20% |
|
Latin America
|
2.87% |
| Brazil | 0.34% |
| Colombia | 0.01% |
| Mexico | 0.32% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.08% |
|---|---|
| United Kingdom | 3.34% |
|
Europe Developed
|
10.83% |
| Austria | 0.28% |
| Belgium | 0.51% |
| Denmark | 0.36% |
| Finland | 0.35% |
| France | 1.62% |
| Germany | 1.63% |
| Greece | 0.20% |
| Ireland | 0.98% |
| Italy | 0.81% |
| Netherlands | 0.97% |
| Norway | 0.24% |
| Portugal | 0.22% |
| Spain | 0.72% |
| Sweden | 0.61% |
| Switzerland | 1.03% |
|
Europe Emerging
|
0.10% |
| Poland | 0.02% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.82% |
| Israel | 0.12% |
| Saudi Arabia | 0.17% |
| South Africa | 0.35% |
| United Arab Emirates | 0.18% |
| Greater Asia | 11.38% |
|---|---|
| Japan | 4.37% |
|
Australasia
|
1.01% |
| Australia | 0.77% |
|
Asia Developed
|
3.00% |
| Hong Kong | 0.37% |
| Singapore | 0.39% |
| South Korea | 0.79% |
| Taiwan | 1.45% |
|
Asia Emerging
|
3.00% |
| China | 1.96% |
| India | 0.82% |
| Indonesia | 0.12% |
| Malaysia | 0.04% |
| Philippines | 0.04% |
| Thailand | 0.02% |
| Unidentified Region | -1.08% |
|---|
Bond Credit Quality Exposure
| AAA | 6.17% |
| AA | 64.37% |
| A | 5.74% |
| BBB | 7.73% |
| 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 | 15.96% |
| Short Term | 0.00% |
As of September 30, 2025
Stock Sector Exposure
| Cyclical |
|
16.83% |
| Materials |
|
1.97% |
| Consumer Discretionary |
|
4.45% |
| Financials |
|
9.77% |
| Real Estate |
|
0.64% |
| Sensitive |
|
21.97% |
| Communication Services |
|
3.22% |
| Energy |
|
1.70% |
| Industrials |
|
6.29% |
| Information Technology |
|
10.77% |
| Defensive |
|
5.50% |
| Consumer Staples |
|
1.80% |
| Health Care |
|
3.09% |
| Utilities |
|
0.60% |
| Not Classified |
|
55.70% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
55.67% |
As of September 30, 2025
Bond Sector Exposure
As of September 30, 2025
| Type | % Net |
|---|---|
| Government | 78.31% |
| Corporate | 11.73% |
| Securitized | 9.56% |
| Municipal | 0.00% |
| Other | 0.41% |
Bond Maturity Exposure
| Short Term |
|
9.07% |
| Less than 1 Year |
|
9.07% |
| Intermediate |
|
56.09% |
| 1 to 3 Years |
|
7.34% |
| 3 to 5 Years |
|
11.80% |
| 5 to 10 Years |
|
36.94% |
| Long Term |
|
34.05% |
| 10 to 20 Years |
|
11.41% |
| 20 to 30 Years |
|
20.66% |
| Over 30 Years |
|
1.99% |
| Other |
|
0.78% |
As of September 30, 2025