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Nasdaq - Delayed Quote USD

Fidelity Advisor Sustainable U.S. Eq M (FSEPX)

11.23
-0.26
(-2.26%)
As of 8:06:01 AM EDT. Market Open.
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  • Previous Close 11.49
  • YTD Return -9.91%
  • Expense Ratio 1.40%
  • Category Large Blend
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 25.4M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.00
  • Inception Date Jun 15, 2021

The fund normally invests at least 80% of assets in equity securities of U.S. companies that Fidelity Management & Research Company LLC (FMR) believes have proven or improving sustainability practices based on an evaluation of such companies' individual environmental, social, and governance (ESG) profile. It invests in securities of domestic and foreign issuers.

Fidelity Investments

Fund Family

Large Blend

Fund Category

25.4M

Net Assets

2021-06-15

Inception Date

More about Fidelity Advisor Sustainable U.S. Eq M

Performance Overview: FSEPX

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Trailing returns as of 4/15/2025. Category is Large Blend.

YTD Return

FSEPX
9.91%
Category
5.31%
 

1-Year Return

FSEPX
3.43%
Category
20.31%
 

3-Year Return

FSEPX
4.75%
Category
6.48%
 

5-Year Return

FSEPX
0.00%
Category
11.78%
 

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Holdings: FSEPX

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Sector Weightings

SectorFSEPX
Technology   28.49%
Communication Services   16.08%
Consumer Cyclical   15.46%
Healthcare   11.98%
Industrials   9.58%
Financial Services   9.13%
Basic Materials   2.62%
Energy   2.51%
Utilities   2.39%
Consumer Defensive   1.27%
Real Estate   0.50%
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Recent News: FSEPX

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Research Reports: FSEPX

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