FSWRX — Fidelity Sustainable Target Date 2025 Fund
Data updated: 2026-08-24
FSWRX — Fidelity Sustainable Target Date 2025 Fund. Target Date / Glide Path Allocation · $6.48M AUM. Holdings, fees, performance and SEC filings.
FSWRX Fund Overview
FSWRX — Fidelity Sustainable Target Date 2025 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: $6.48M
- 1-year return: 14.2%
- Ticker: FSWRX
- SEC CIK: 0000880195
- SEC series ID: S000080307
- Share class ID: C000242568
FSWRX Holdings
Top 9 holdings of Fidelity Sustainable Target Date 2025 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity Summer Street Trust | 28.48% |
| Fidelity Salem Street Trust | 23.69% |
| Fidelity Investment Trust | 16.63% |
| Fidelity Salem Street Trust | 10.01% |
| Fidelity Investment Trust | 9.47% |
| Fidelity Salem Street Trust | 4.87% |
| Fidelity School Street Trust | 4.45% |
| Fidelity Salem Street Trust | 2.01% |
| Fidelity Hereford Street Trust | 0.34% |
FSWRX Portfolio Allocation
Asset-class allocation of Fidelity Sustainable Target Date 2025 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
FSWRX Performance
Total returns for FSWRX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 7.6% |
| 1 year | 14.2% |
| 3 years (annualised) | 3.7% |
FSWRX Risk Information
Risk metrics for FSWRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 8.1%
FSWRX Costs and Fees
FSWRX costs about $144 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.44%
- Gross expense ratio: 1.44%
- Portfolio turnover: 29%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FSWRX Cashflows
Over the 12 months to 2026-06, Fidelity Sustainable Target Date 2025 Fund had net inflows of $3.15M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $8.96K |
| 2026-05 | $88.58K |
| 2026-04 | $47.47K |
| 2026-03 | $101.48K |
| 2026-02 | $155.59K |
| 2026-01 | $1.02M |
FSWRX Debt Constituents
No individual debt constituents are reported in Fidelity Sustainable Target Date 2025 Fund's latest SEC N-PORT filing.
FSWRX Prospectus and SEC Filings
Official Fidelity Sustainable Target Date 2025 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-05-26
- Prospectus supplement (497) — filed 2025-10-30
- Prospectus supplement (497) — filed 2025-10-30
- Portfolio holdings (N-PORT) — filed 2026-08-24
- Portfolio holdings (N-PORT) — filed 2026-05-26
- Portfolio holdings (N-PORT) — filed 2026-02-24
- Annual census (N-CEN) — filed 2026-06-11
- Annual census (N-CEN) — filed 2025-06-12
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.