Morningstar

Fidelity Advisor Sustainable U.S. Equity Fund FSEBX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.41  /  −1.21 %
  • Fund Size $37.2M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis FSEBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Sustainable U.S. Eq 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
Rated on Published on

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Portfolio Holdings FSEBX

More FSEBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.51 3M
Technology

Apple Inc

6.72 3M
Technology

Microsoft Corp

5.57 2M
Technology

Alphabet Inc Class A

5.52 2M
Communication Services

Amazon.com Inc

4.46 2M
Consumer Cyclical

Fidelity Cash Central Fund

3.76 1M
Cash and Equivalents

JPMorgan Chase & Co

2.30 870,469
Financial Services

Eli Lilly and Co

2.13 807,398
Healthcare

Micron Technology Inc

2.11 796,705
Technology

Coca-Cola Co

1.47 556,582
Consumer Defensive

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