Fidelity Sustainable Target Date 2025 K6 (FSWZX)
11.29
-0.01
(-0.09%)
USD |
May 09 2025
FSWZX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 6.29% |
| Stock | 49.79% |
| Bond | 43.43% |
| Convertible | 0.00% |
| Preferred | 0.09% |
| Other | 0.40% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.44% |
|---|---|
|
North America
|
66.37% |
| Canada | 2.78% |
| United States | 63.60% |
|
Latin America
|
2.06% |
| Brazil | 0.41% |
| Colombia | 0.01% |
| Mexico | 0.16% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.62% |
|---|---|
| United Kingdom | 3.73% |
|
Europe Developed
|
10.90% |
| Austria | 0.18% |
| Belgium | 0.46% |
| Denmark | 0.42% |
| Finland | 0.29% |
| France | 1.76% |
| Germany | 1.75% |
| Greece | 0.16% |
| Ireland | 1.16% |
| Italy | 0.77% |
| Netherlands | 1.25% |
| Norway | 0.18% |
| Portugal | 0.18% |
| Spain | 0.49% |
| Sweden | 0.70% |
| Switzerland | 0.94% |
|
Europe Emerging
|
0.07% |
| Poland | 0.05% |
| Turkey | 0.01% |
|
Africa And Middle East
|
0.92% |
| Israel | 0.15% |
| Saudi Arabia | 0.26% |
| South Africa | 0.35% |
| United Arab Emirates | 0.17% |
| Greater Asia | 11.10% |
|---|---|
| Japan | 3.35% |
|
Australasia
|
0.60% |
| Australia | 0.49% |
|
Asia Developed
|
3.24% |
| Hong Kong | 0.17% |
| Singapore | 0.38% |
| South Korea | 0.84% |
| Taiwan | 1.83% |
|
Asia Emerging
|
3.92% |
| China | 2.45% |
| India | 1.15% |
| Indonesia | 0.13% |
| Malaysia | 0.14% |
| Philippines | 0.03% |
| Thailand | 0.02% |
| Unidentified Region | 4.84% |
|---|
Bond Credit Quality Exposure
| AAA | 4.97% |
| AA | 74.01% |
| A | 5.09% |
| BBB | 7.08% |
| 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 | 8.83% |
| Short Term | 0.00% |
As of March 31, 2025
Stock Sector Exposure
| Cyclical |
|
16.57% |
| Materials |
|
2.52% |
| Consumer Discretionary |
|
4.20% |
| Financials |
|
9.14% |
| Real Estate |
|
0.70% |
| Sensitive |
|
26.69% |
| Communication Services |
|
2.98% |
| Energy |
|
2.83% |
| Industrials |
|
6.88% |
| Information Technology |
|
14.00% |
| Defensive |
|
8.10% |
| Consumer Staples |
|
2.52% |
| Health Care |
|
4.88% |
| Utilities |
|
0.71% |
| Not Classified |
|
48.64% |
| Non Classified Equity |
|
0.99% |
| Not Classified - Non Equity |
|
47.64% |
As of July 31, 2024
Bond Sector Exposure
As of March 31, 2025
| Type | % Net |
|---|---|
| Government | 80.93% |
| Corporate | 11.20% |
| Securitized | 7.42% |
| Municipal | 0.00% |
| Other | 0.45% |
Bond Maturity Exposure
| Short Term |
|
1.90% |
| Less than 1 Year |
|
1.90% |
| Intermediate |
|
55.03% |
| 1 to 3 Years |
|
2.23% |
| 3 to 5 Years |
|
10.45% |
| 5 to 10 Years |
|
42.34% |
| Long Term |
|
42.63% |
| 10 to 20 Years |
|
15.26% |
| 20 to 30 Years |
|
23.23% |
| Over 30 Years |
|
4.13% |
| Other |
|
0.45% |
As of March 31, 2025