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Fidelity U.S. Sustainability Index Fund FITLX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $35.19  /  0.00
  • Fund Size $6.0B
  • Adjusted Expense Ratio 0.110%
  • Net Expense Ratio 0.110%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.98%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis FITLX

Will FITLX outperform in the 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 adds some extra 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 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.42 878M
Technology

Microsoft Corp

10.13 617M
Technology

Alphabet Inc Class A

5.57 339M
Communication Services

Alphabet Inc Class C

4.41 268M
Communication Services

Tesla Inc

2.93 178M
Consumer Cyclical

Eli Lilly and Co

2.63 160M
Healthcare

Advanced Micro Devices Inc

2.17 132M
Technology

Johnson & Johnson

1.81 110M
Healthcare

Visa Inc Class A

1.81 110M
Financial Services

Mastercard Inc Class A

1.37 83M
Financial Services

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