Morningstar

Fidelity Water Sustainability Fund FLOWX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.86  /  +0.21 %
  • Fund Size $156.1M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Miscellaneous Sector
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.97%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis FLOWX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Water Sustainability holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FLOWX

More FLOWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Essential Utilities Inc

7.16 12M
Utilities

American Water Works Co Inc

5.22 9M
Utilities

Companhia De Saneamento Basico Do Estado De Sao Paulo

4.74 8M
Utilities

United Utilities Group PLC Class A

4.59 7M
Utilities

Watts Water Technologies Inc Class A

4.53 7M
Industrials

Xylem Inc

4.24 7M
Industrials

Severn Trent PLC

4.01 7M
Utilities

Veralto Corp

3.96 6M
Industrials

Pentair PLC

3.94 6M
Industrials

Core & Main Inc Class A

3.54 6M
Industrials

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