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Fidelity U.S. Sustainability Index FITLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

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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