Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Fidelity Sustainable U.S. Equity Fund FSEBX
- NAV / 1-Day Return 12.30 / +0.08 %
- Total Assets 25.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.900%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.40%
- Turnover 37%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis FSEBX
Will FSEBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.53 | 2.0 Mil | Technology |
NVIDIA Corp | 6.12 | 1.6 Mil | Technology |
Amazon.com Inc | 3.86 | 1.0 Mil | Consumer Cyclical |
Alphabet Inc Class A | 3.72 | 990,705 | Communication Services |
Apple Inc | 2.77 | 738,907 | Technology |
Merck & Co Inc | 2.71 | 722,558 | Healthcare |
Procter & Gamble Co | 2.67 | 712,278 | Consumer Defensive |
The Travelers Companies Inc | 2.55 | 679,603 | Financial Services |
The Walt Disney Co | 2.41 | 642,635 | Communication Services |
The Cigna Group | 2.38 | 635,219 | Healthcare |