Nasdaq - Delayed Quote • USD
Fidelity SAI Sustainable U.S. Equity Fd (FIDEX)
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11.99 - YTD Return 6.91%
- Expense Ratio 0.60%
- Category Large Blend
- Last Cap Gain 4.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 92.9M
- Beta (5Y Monthly) --
- Yield 0.43%
- 5y Average Return --
- Holdings Turnover 35.00%
- Last Dividend 0.05
- Inception Date Apr 14, 2022
The fund normally invests primarily in equity securities. It normally invests at least 80% of assets in equity securities of U.S. companies that Fidelity Management & Research Company LLC (FMR) (the Adviser) believes have proven or improving sustainability practices based on an evaluation of such companies’ individual environmental, social, and governance (ESG) profile. The fund invests in securities of domestic and foreign issuers.
Fidelity Investments
Fund Family
Large Blend
Fund Category
92.9M
Net Assets
2022-04-14
Inception Date
Performance Overview: FIDEX
Trailing returns as of 5/31/2024. Category is Large Blend.
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Holdings: FIDEX
Top 9 Holdings (34.66% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorFIDEX
Technology 28.24%
Consumer Cyclical 14.52%
Healthcare 12.49%
Financial Services 12.46%
Industrials 10.07%
Communication Services 8.99%
Consumer Defensive 4.40%
Energy 3.83%
Basic Materials 2.02%
Real Estate 1.50%
Utilities 1.48%
Recent News: FIDEX
Research Reports: FIDEX
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