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Fidelity U.S. Sustainability Index FITLX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 23.79  /  0.00
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.110%
  • Expense Ratio 0.110%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.05%
  • Turnover 21%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FITLX

Will FITLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FITLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FITLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FITLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broad-market portfolio for socially conscious investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Fidelity US Sustainability Index targets best-in-sector environmental, social, and governance leaders while retaining some of the benefits of a broad-market index strategy. However, its ESG mandate can add some active risk that might not be rewarded.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings FITLX

More FITLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.90 410.0 Mil
Technology

Fidelity Cash Central Fund

10.20 383.9 Mil
Cash and Equivalents

E-mini S&P 500 Future June 24

8.54 321.4 Mil
—

NVIDIA Corp

8.19 308.1 Mil
Technology

Alphabet Inc Class A

3.29 123.6 Mil
Communication Services

Alphabet Inc Class C

2.92 109.7 Mil
Communication Services

Eli Lilly and Co

2.54 95.4 Mil
Healthcare

E-mini Nasdaq 100 Future June 24

2.12 79.8 Mil
—

Tesla Inc

1.93 72.8 Mil
Consumer Cyclical

Visa Inc Class A

1.69 63.7 Mil
Financial Services