Morningstar

Fidelity SAI Sustainable U.S. Equity Fund FIDEX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.79  /  −0.06 %
  • Total Assets 599.7M
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.19%
  • Turnover 136%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:51 AM GMT+0

Morningstar’s Analysis FIDEX

Will FIDEX 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 FIDEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIDEX 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 FIDEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity SAI Sustainable U.S. Equity Fd holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FIDEX

More FIDEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.53 43M
Technology

Apple Inc

6.72 39M
Technology

Alphabet Inc Class A

5.75 33M
Communication Services

Microsoft Corp

4.82 28M
Technology

Amazon.com Inc

4.68 27M
Consumer Cyclical

Fidelity Cash Central Fund

3.85 22M
Cash and Equivalents

Micron Technology Inc

2.84 16M
Technology

Eli Lilly and Co

2.16 12M
Healthcare

JPMorgan Chase & Co

1.85 11M
Financial Services

Lam Research Corp

1.45 8M
Technology

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