Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Water Sustainability (FLOWX)

15.45
-0.15
(-0.96%)
At close: 8:03:53 PM EDT

Fund Summary

Normally the fund invests at least 80% of assets in securities of water sustainability companies. Normally it invests primarily in equity securities. Such companies may include but are not limited to those involved in water resources, water treatment, water distribution and utilities, desalinization or purification facilities, water technologies and analytics, environmental water services and water infrastructure (pumps, valves, meters, pipes), irrigation, water conservation services, and water supply or processing services. The fund is non-diversified.

Fidelity Water Sustainability

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Natural Resources
Fund Family Fidelity Investments
Net Assets 104.22M
YTD Return -0.12%
Yield 0.75%
Morningstar Rating
Inception Date Apr 16, 2020

Fund Operations

Last Dividend 0.13
Last Cap Gain 15.00
Holdings Turnover 52.00%
Average for Category --

Fees & Expenses

Expense FLOWX Category Average
Annual Report Expense Ratio (net) 0.93% 1.11%
Prospectus Net Expense Ratio 0.93% --
Prospectus Gross Expense Ratio 0.93% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.92%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brian Aronson is the Portfolio Manager of Fidelity® Water Sustainability Fund, which he has managed since 2023. He also manages other funds. Since joining Fidelity Investments in 2022, Mr. Aronson has worked as a research analyst and portfolio manager. Prior to joining the firm, Mr. Aronson served as a research analyst at Columbia Threadneedle Investments from 2011 to 2022.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers