Fidelity Sustainability Index Fund Quote
| FITLX Fund | USD 25.09 0.48 1.95% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity is trading at 25.09 as of the 25th of March 2025; that is 1.95% increase since the beginning of the trading day. The fund's open price was 24.61. Fidelity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the MSCI USA ESG Leaders Index, which represents the performance of stocks of large- to mid-capitalization U.S. companies with high environmental, social, and governance performance relative to their sector peers, as rated by MSCI ESG Research.. More on Fidelity Sustainability Index
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Sustainability Index [FITLX] is traded in USA and was established 25th of March 2025. Fidelity is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 2.32 B in assets under management (AUM) with no minimum investment requirementsFidelity Sustainability is currently producing year-to-date (YTD) return of 0.93% with the current yeild of 0.01%, while the total return for the last 3 years was 9.26%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Sustainability Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Sustainability Index Mutual Fund Constituents
| KO | The Coca Cola | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
Fidelity Sustainability Risk Profiles
| Mean Deviation | 0.8992 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 | |||
| Risk Adjusted Performance | (0.07) |
Fidelity Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity security.
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