Fidelity US Sustainability Index Fund (FITLX.O)

At A Glance

You hold FITLX.O in 0 portfolios

Net Asset Value

18.24USD

 0.47 +2.64%

05/27/2022

Category
US Diversified Equity
YTD Return (Cumulative)
 -13.96%
Classification
Large-Cap Core
5 Year Return (Annualized)
--
Lipper Index
Lipper Lg-Cap Core IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since April, 2017 »

 FITLX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyFidelity Investments
Inception Date05/09/2017
Portfolio Turnover12%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Fidelity Investments
245 Summer Street
Boston, MA 02210

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.11%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$0
Subsequent Investments$0
Initial IRA Investments$0
Subsequent IRA Investments$0

Investment Strategy

The Fund seeks to provide investment results that correspond to the total return of the MSCI USA ESG Index. It invests in securities included in the MSCI USA ESG Index, which represents the performance of stocks of large- to mid-capitalization US companies with high environmental, social, and governance performance.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
535
Consistent Return
 
534
Capital Preservation
 
12351
Low Expense
 
140
Tax Efficiency (U.S. only)
 
535

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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