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Nasdaq - Delayed Quote USD

Fidelity Climate Action Fund (FCAEX)

10.61
-0.24
(-2.21%)
As of 8:09:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -11.57%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 15, 2025) 24.06%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 24.06%
Worst 3Y Total Return 3.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCAEX
Category
YTD
-8.07%
9.95%
1-Month
-6.93%
2.98%
3-Month
-8.07%
8.22%
1-Year
1.35%
40.81%
3-Year
4.30%
19.17%
5-Year
0.00%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
18.17%
21.12%
Last Bear Market
-18.67%
-20.34%

Annual Total Return (%) History

Year
FCAEX
Category
2025
--
--
2024
24.06%
--
2023
19.06%
--
2022
-25.29%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.07% -- -- --
2024 12.54% 4.31% 6.80% -1.05%
2023 8.05% 4.56% -5.32% 11.30%
2022 -10.59% -18.67% -6.26% 9.62%
2021 0.89% 8.68% -- --

Rank in Category (By Total Return)

YTD 92
1-Month 72
3-Month 92
1-Year 53
3-Year 58
5-Year --

Load Adjusted Returns

1-Year 1.35%
3-Year 4.30%
5-Year --
10-Year --

Performance & Risk

YTD Return -11.57%
5y Average Return 0.00%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Fidelity Investments
Net Assets 34.35M
YTD Return -8.07%
Yield 0.00%
Morningstar Rating
Inception Date Jun 15, 2021

Fund Summary

The fund normally invests at least 80% of assets in equity securities of climate aware companies. Climate aware companies are those that Fidelity Management & Research Company LLC (FMR) believes are working to address climate change or its impacts either indirectly through their corporate strategy, or directly through the technology, services, or products they provide. It invests in securities of domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

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