Fidelity Advisor Sustainable Target Date 2025 M (FSWSX)
13.24
+0.04
(+0.30%)
USD |
May 14 2026
FSWSX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 7.08% |
| Stock | 50.28% |
| Bond | 46.89% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | -4.30% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 74.25% |
|---|---|
|
North America
|
72.57% |
| Canada | 3.25% |
| United States | 69.32% |
|
Latin America
|
1.68% |
| Brazil | 0.32% |
| Chile | 0.01% |
| Colombia | 0.01% |
| Mexico | 0.27% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.01% |
|---|---|
| United Kingdom | 3.67% |
|
Europe Developed
|
11.47% |
| Austria | 0.27% |
| Belgium | 0.57% |
| Denmark | 0.28% |
| Finland | 0.39% |
| France | 1.64% |
| Germany | 1.40% |
| Greece | 0.16% |
| Ireland | 0.99% |
| Italy | 0.80% |
| Netherlands | 1.23% |
| Norway | 0.27% |
| Portugal | 0.24% |
| Spain | 0.83% |
| Sweden | 0.76% |
| Switzerland | 1.41% |
|
Europe Emerging
|
0.10% |
| Poland | -0.00% |
| Turkey | 0.08% |
|
Africa And Middle East
|
0.77% |
| Israel | 0.12% |
| Saudi Arabia | 0.15% |
| South Africa | 0.36% |
| United Arab Emirates | 0.14% |
| Greater Asia | 11.24% |
|---|---|
| Japan | 3.71% |
|
Australasia
|
0.89% |
| Australia | 0.68% |
|
Asia Developed
|
4.17% |
| Hong Kong | 0.33% |
| Singapore | 0.35% |
| South Korea | 1.49% |
| Taiwan | 2.00% |
|
Asia Emerging
|
2.47% |
| China | 1.51% |
| India | 0.82% |
| Indonesia | 0.07% |
| Malaysia | 0.07% |
| Philippines | 0.00% |
| Unidentified Region | -1.50% |
|---|
Bond Credit Quality Exposure
| AAA | 4.66% |
| AA | 70.67% |
| A | 6.92% |
| BBB | 6.61% |
| 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 | 11.14% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
17.68% |
| Materials |
|
2.39% |
| Consumer Discretionary |
|
4.68% |
| Financials |
|
9.79% |
| Real Estate |
|
0.83% |
| Sensitive |
|
26.01% |
| Communication Services |
|
3.24% |
| Energy |
|
2.22% |
| Industrials |
|
7.46% |
| Information Technology |
|
13.09% |
| Defensive |
|
6.73% |
| Consumer Staples |
|
1.89% |
| Health Care |
|
3.99% |
| Utilities |
|
0.85% |
| Not Classified |
|
49.58% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
49.55% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 83.14% |
| Corporate | 10.45% |
| Securitized | 6.13% |
| Municipal | 0.00% |
| Other | 0.29% |
Bond Maturity Exposure
| Short Term |
|
6.68% |
| Less than 1 Year |
|
6.68% |
| Intermediate |
|
57.78% |
| 1 to 3 Years |
|
7.10% |
| 3 to 5 Years |
|
9.70% |
| 5 to 10 Years |
|
40.97% |
| Long Term |
|
35.26% |
| 10 to 20 Years |
|
12.47% |
| 20 to 30 Years |
|
21.72% |
| Over 30 Years |
|
1.08% |
| Other |
|
0.28% |
As of March 31, 2026