Nasdaq - Delayed Quote USD

Fidelity Sustainable Multi-Asset (FYMRX)

10.78
+0.04
+(0.37%)
At close: May 16 at 8:01:01 PM EDT
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  • Previous Close 10.74
  • YTD Return 0.10%
  • Expense Ratio 0.47%
  • Category --
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 32.42M
  • Beta (5Y Monthly) 1.08
  • Yield 1.85%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.19
  • Inception Date Feb 10, 2022

The fund invests at least 80% of assets in Fidelity® Funds (including mutual funds and ETFs) that invest in securities of issuers that the Adviser believes have proven or improving sustainability practices based on an evaluation of such issuer’s individual environmental, social, and governance (ESG) profile and in Fidelity® index funds that track an ESG index. Allocating assets according to a neutral asset allocation strategy in which 70% of the fund’s assets are allocated to underlying Fidelity® U.S. and international equity mutual funds and ETFs and 30% to underlying Fidelity® bond mutual funds and ETFs.

Fidelity Investments

Fund Family

--

Fund Category

32.42M

Net Assets

2022-02-10

Inception Date

Performance Overview: FYMRX

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Trailing returns as of 5/15/2025.

YTD Return

FYMRX
0.10%
Category
0.00%
 

1-Year Return

FYMRX
8.25%
Category
0.00%
 

3-Year Return

FYMRX
6.51%
Category
0.00%
 

5-Year Return

FYMRX
0.00%
Category
0.00%
 

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Holdings: FYMRX

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Sector Weightings

SectorFYMRX
Technology   24.16%
Industrials   11.19%
Healthcare   10.51%
Energy   2.26%
Utilities   1.86%
Real Estate   1.66%

Recent News: FYMRX

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Research Reports: FYMRX

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