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Fidelity U.S. Sustainability Index (FITLX)

34.05 -0.54 (-1.56%)
At close: October 30 at 8:08:22 PM EDT

Fund Summary

The fund normally invests at least 80% 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 (ESG) performance relative to their sector peers, as rated by MSCI ESG Research.

Fidelity U.S. Sustainability Index

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 6.02B
YTD Return 13.16%
Yield 0.98%
Morningstar Rating
Inception Date May 09, 2017

Fund Operations

Last Dividend 0.34
Last Cap Gain 38.00
Holdings Turnover 4.00%
Average for Category --

Fees & Expenses

Expense FITLX Category Average
Annual Report Expense Ratio (net)
0.11% 0.78%
Prospectus Net Expense Ratio
0.11% --
Prospectus Gross Expense Ratio
0.11% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- --
Max Deferred Sales Load
-- --
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Robert Regan is a Portfolio Manager. He has been with Geode since 2016. Prior to joining Geode, Mr. Regan was a Senior Implementation Portfolio Manager at State Street Global Advisors from 2008 to 2016. Previously, Mr. Regan was employed by PanAgora Asset Management from 1997 to 2008, most recently as a Portfolio Manager. Mr. Regan began his career at Investors Bank and Trust.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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