Nasdaq - Delayed Quote USD

Fidelity Series Sustainable U.S. Market (FSUMX)

13.19 -0.01 (-0.08%)
At close: 8:05 AM EDT
Loading Chart for FSUMX
DELL
  • Previous Close 13.20
  • YTD Return 11.83%
  • Expense Ratio 0.00%
  • Category Large Blend
  • Last Cap Gain 12.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 18.58M
  • Beta (5Y Monthly) --
  • Yield 0.98%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.01
  • Inception Date May 11, 2023

Normally investing at least 80% of assets in securities of issuers in the U.S. that the Adviser believes have proven or improving sustainability practices, based on an evaluation of such companies' individual environmental, social, and governance (ESG) profile. Normally investing primarily in equity securities.

Fidelity Investments

Fund Family

Large Blend

Fund Category

18.58M

Net Assets

2023-05-11

Inception Date

Performance Overview: FSUMX

Trailing returns as of 6/13/2024. Category is Large Blend.

YTD Return

FSUMX
11.83%
Category
5.31%
 

1-Year Return

FSUMX
29.91%
Category
20.31%
 

3-Year Return

FSUMX
0.00%
Category
6.48%
 

5-Year Return

FSUMX
0.00%
Category
11.78%
 

People Also Watch

Holdings: FSUMX

Top 8 Holdings (23.35% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 5.14%
NVDA
NVIDIA Corporation 5.08%
AAPL
Apple Inc. 3.56%
AMZN
Amazon.com, Inc. 3.01%
GOOG
Alphabet Inc. 2.07%
GOOGL
Alphabet Inc. 1.67%
JPM
JPMorgan Chase & Co. 1.44%
GE
General Electric Company 1.39%

Sector Weightings

SectorFSUMX
Technology   28.19%
Healthcare   12.50%
Industrials   10.04%
Energy   5.75%
Utilities   2.38%
Real Estate   1.63%

Recent News: FSUMX

Research Reports: FSUMX

Top Mutual Funds