Skip to Content
Morningstar

Fidelity U.S. Sustainability Index FITLX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 22.73  /  0.00
  • Total Assets 3.8 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 1.01%
  • Turnover 21%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FITLX

More FITLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.56 403.1 Mil
Technology

Fidelity Cash Central Fund

7.98 278.4 Mil
Cash and Equivalents

NVIDIA Corp

7.74 269.8 Mil
Technology

E-mini S&P 500 Future Mar 24

6.83 238.1 Mil
—

Alphabet Inc Class A

3.25 113.4 Mil
Communication Services

Alphabet Inc Class C

2.89 100.8 Mil
Communication Services

Eli Lilly and Co

2.41 84.0 Mil
Healthcare

Tesla Inc

2.28 79.6 Mil
Consumer Cyclical

Visa Inc Class A

1.80 62.7 Mil
Financial Services

E-mini Nasdaq 100 Future Mar 24

1.71 59.7 Mil
—