FSWMX — Fidelity Sustainable Target Date 2020 Fund
Data updated: 2026-06-11
FSWMX — Fidelity Sustainable Target Date 2020 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $4.89M AUM · 0.33% expense ratio · 11.6% 1-yr return. From SEC regulatory filings.
FSWMX Fund Overview
FSWMX — Fidelity Sustainable Target Date 2020 Fund is a US mutual fund managed by Fidelity Aberdeen Street Trust, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Fidelity Aberdeen Street Trust
- Category: Target Date / Glide Path Allocation
- Assets under management: $4.89M
- 1-year return: 11.6%
- Ticker: FSWMX
- SEC CIK: 0000880195
- SEC series ID: S000080306
- Share class ID: C000242555
FSWMX Holdings
Top 9 holdings of Fidelity Sustainable Target Date 2020 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity Salem Street Trust | 34.05% |
| Fidelity Summer Street Trust | 23.05% |
| Fidelity Investment Trust | 14.18% |
| Fidelity Salem Street Trust | 8.25% |
| Fidelity Investment Trust | 6.93% |
| Fidelity Salem Street Trust | 5.86% |
| Fidelity School Street Trust | 5.05% |
| Fidelity Salem Street Trust | 1.91% |
| Fidelity Hereford Street Trust | 0.63% |
FSWMX Portfolio Allocation
Asset-class allocation of Fidelity Sustainable Target Date 2020 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
FSWMX Performance
Total returns for FSWMX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -0.6% |
| 1 year | 11.6% |
| 3 years (annualised) | 9.6% |
FSWMX Risk Information
Risk metrics for FSWMX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 6.2%
FSWMX Costs and Fees
FSWMX costs about $33 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.33%
- Gross expense ratio: 0.33%
- Portfolio turnover: 31%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FSWMX Cashflows
Over the 12 months to 2026-03, Fidelity Sustainable Target Date 2020 Fund had net inflows of $2.40M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$94.30K |
| 2026-02 | $87.68K |
| 2026-01 | $119.39K |
| 2025-12 | $153.74K |
| 2025-11 | $3.68K |
| 2025-10 | −$3.30K |
FSWMX Debt Constituents
No individual debt constituents are reported in Fidelity Sustainable Target Date 2020 Fund's latest SEC N-PORT filing.
FSWMX Prospectus and SEC Filings
Official Fidelity Sustainable Target Date 2020 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.