Fidelity Sustainable Target Date 2020 Fund K (FSWMX)
12.53
+0.01
(+0.08%)
USD |
Jun 09 2026
FSWMX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 7.00% |
| Stock | 46.84% |
| Bond | 50.30% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | -4.21% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 75.20% |
|---|---|
|
North America
|
73.23% |
| Canada | 3.08% |
| United States | 70.15% |
|
Latin America
|
1.97% |
| Brazil | 0.39% |
| Chile | 0.02% |
| Colombia | 0.01% |
| Mexico | 0.31% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.28% |
|---|---|
| United Kingdom | 3.63% |
|
Europe Developed
|
10.80% |
| Austria | 0.28% |
| Belgium | 0.54% |
| Denmark | 0.26% |
| Finland | 0.38% |
| France | 1.53% |
| Germany | 1.23% |
| Greece | 0.16% |
| Ireland | 0.90% |
| Italy | 0.76% |
| Netherlands | 1.20% |
| Norway | 0.28% |
| Portugal | 0.26% |
| Spain | 0.84% |
| Sweden | 0.67% |
| Switzerland | 1.26% |
|
Europe Emerging
|
0.11% |
| Poland | 0.00% |
| Turkey | 0.07% |
|
Africa And Middle East
|
0.74% |
| Israel | 0.10% |
| Saudi Arabia | 0.17% |
| South Africa | 0.34% |
| United Arab Emirates | 0.12% |
| Greater Asia | 11.49% |
|---|---|
| Japan | 3.66% |
|
Australasia
|
0.92% |
| Australia | 0.71% |
|
Asia Developed
|
4.29% |
| Hong Kong | 0.43% |
| Singapore | 0.31% |
| South Korea | 1.37% |
| Taiwan | 2.18% |
|
Asia Emerging
|
2.61% |
| China | 1.69% |
| India | 0.77% |
| Indonesia | 0.07% |
| Malaysia | 0.07% |
| Philippines | 0.00% |
| Thailand | 0.01% |
| Unidentified Region | -1.97% |
|---|
Bond Credit Quality Exposure
| AAA | 4.82% |
| AA | 69.59% |
| A | 7.35% |
| BBB | 7.39% |
| 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 | 10.85% |
| Short Term | 0.00% |
As of April 30, 2026
Stock Sector Exposure
| Cyclical |
|
16.23% |
| Materials |
|
2.11% |
| Consumer Discretionary |
|
4.25% |
| Financials |
|
9.14% |
| Real Estate |
|
0.72% |
| Sensitive |
|
24.43% |
| Communication Services |
|
2.99% |
| Energy |
|
2.42% |
| Industrials |
|
6.68% |
| Information Technology |
|
12.34% |
| Defensive |
|
6.39% |
| Consumer Staples |
|
1.77% |
| Health Care |
|
3.73% |
| Utilities |
|
0.89% |
| Not Classified |
|
52.95% |
| Non Classified Equity |
|
0.04% |
| Not Classified - Non Equity |
|
52.91% |
As of April 30, 2026
Bond Sector Exposure
As of April 30, 2026
| Type | % Net |
|---|---|
| Government | 80.80% |
| Corporate | 11.90% |
| Securitized | 6.98% |
| Municipal | 0.00% |
| Other | 0.33% |
Bond Maturity Exposure
| Short Term |
|
7.40% |
| Less than 1 Year |
|
7.40% |
| Intermediate |
|
62.86% |
| 1 to 3 Years |
|
10.62% |
| 3 to 5 Years |
|
13.57% |
| 5 to 10 Years |
|
38.68% |
| Long Term |
|
29.42% |
| 10 to 20 Years |
|
9.43% |
| 20 to 30 Years |
|
18.82% |
| Over 30 Years |
|
1.16% |
| Other |
|
0.31% |
As of April 30, 2026