Morningstar

Fidelity Sustainable Multi-Asset Fund FYMRX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $12.81  /  −0.39 %
  • Fund Size $103.7M
  • Adjusted Expense Ratio 0.480%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.65%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis FYMRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Sustainable Multi-Asset holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FYMRX

More FYMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity U.S. Sustainability Index

42.16 44M
—

Fidelity Sustainable International Eq

14.20 15M
—

Fidelity Intl Sustainability Idx

13.53 14M
—

Fidelity Sustainable Cr Pl Bd

13.19 14M
—

Fidelity Inflation-Prot Bd Index

7.83 8M
—

Fidelity Sustainable Emerging Markets Eq

6.68 7M
—

Fidelity Long-Term Trs Bd Index

2.36 2M
—

Cash

0.05 47,579
Cash and Equivalents

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