Expense Ratio History

FSWZX expense ratio history

Fidelity Sustainable Target Date 2025 Fund, Class K6

Fund company
Fidelity
Type
Mutual fund

0.24%

In basis points
24 basis points
Yearly cost per $10,000
$24
Prospectus dated
31 May 2026, filed with the SEC; rounded to 0.01%
Last change
Cut from 0.25% on 31 May 2025

Fee over time

FSWZX expense ratio: 0.25% until 31 May 2025, then 0.24%; read at 0.24% on 31 May 2026.0.00%0.10%0.20%0.30%0.40%May 2023Dec 2023Jul 2024Feb 2025Sep 2025Apr 20260.25% before0.24% from 31 May 2025
FSWZX expense ratio: 0.25% until 31 May 2025, then 0.24%; read at 0.24% on 31 May 2026.0.00%0.10%0.20%0.30%0.40%May 2023Jun 2024Jul 20250.25% before0.24% from 31 May 2025
Solid line: the fee in effect after each recorded change. Dashed: the fee before it. Dots: prospectuses filed with the SEC and dates we read the fee from a source.

Share classes

The same fund is sold as 9 share classes, each with its own fee. Figures are from each class's latest prospectus in SEC filings, rounded to 0.01%.

TickerShare classFeeAfter waiversProspectus dated
FSWZX (this page) Class K6 0.24% — 31 May 2026
FSWYX Class K 0.34% — 31 May 2026
FSWWX Fidelity Advisor Sustainable Target Date 2025 Fund: Class Z6 0.25% — 10 May 2023
FSWVX Fidelity Advisor Sustainable Target Date 2025 Fund: Class Z 0.34% — 31 May 2026
FSWOX Fidelity Sustainable Target Date 2025 Fund 0.44% — 31 May 2026
FSWRX Fidelity Advisor Sustainable Target Date 2025 Fund: Class C 1.44% — 31 May 2026
FSWSX Fidelity Advisor Sustainable Target Date 2025 Fund: Class M 0.94% — 31 May 2026
FSWQX Fidelity Advisor Sustainable Target Date 2025 Fund: Class A 0.69% — 31 May 2026
FSWUX Fidelity Advisor Sustainable Target Date 2025 Fund: Class I 0.44% — 31 May 2026

Every figure we've recorded

DateFeeWhat happened
31 May 2026 0.24% In the prospectusTotal annual fund operating expenses in the prospectus dated 2026-05-31 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
31 Oct 2025 0.24% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-10-31 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
31 Aug 2025 0.24% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-08-31 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
31 May 2025 0.24% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-05-31 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
31 May 2025 0.24% Cut from 0.25% to 0.24%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2025-05-27
31 May 2024 0.25% In the prospectusTotal annual fund operating expenses in the prospectus dated 2024-05-31 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
10 May 2023 0.25% In the prospectusTotal annual fund operating expenses in the prospectus dated 2023-05-10 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS

What this fee costs

Change the amount, years or return. The estimate keeps the fee at 0.24% and the return steady each year, the same assumptions as the cost example in a fund's prospectus.

$306 in fees over 10 years

After fees, $10,000 grows to $15,911.

Fees paid on $10,000 at 5% a year
AfterFees paid
1 year$25
3 years$77
5 years$135
10 years$306

How we read this figure

The figure is the total annual fund operating expenses line of the fee table in the fund's prospectus, as tagged in the fund company's filing with the SEC. The SEC publishes these figures rounded to four decimal places, so 0.015% appears as 0.02%. The fund company's own page may show a more precise number.

SEC filings give 6 prospectuses for this share class since 2023. Each one is listed above with a link to the filing.

How we read fees

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