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Morningstar

Fidelity SAI Sustainable Future Fund FIDHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.51  /  −0.64 %
  • Total Assets 69.6 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.43%
  • Turnover 43%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FIDHX

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

  • People Pillar

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

Fidelity SAI Sustainable Future Fund’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FIDHX

More FIDHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.55 5.6 Mil
Technology

NVIDIA Corp

6.55 4.3 Mil
Technology

Amazon.com Inc

3.76 2.4 Mil
Consumer Cyclical

Alphabet Inc Class C

3.75 2.4 Mil
Communication Services

Eaton Corp PLC

3.23 2.1 Mil
Industrials

Eli Lilly and Co

2.01 1.3 Mil
Healthcare

Fidelity Cash Central Fund

1.88 1.2 Mil
Cash and Equivalents

Apollo Global Management Inc Class A

1.75 1.1 Mil
Financial Services

Boston Scientific Corp

1.62 1.1 Mil
Healthcare

Micron Technology Inc

1.56 1.0 Mil
Technology