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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Fidelity Advisor 401(k) I Shares
  • Securities America Advisors
  • Securities America Inc.
  • Fidelity Advisor 401(k) A Shares
  • Fidelity Advisor 401(k) M Shares
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

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.

Fund Overview

Category --
Fund Family Fidelity Investments
Net Assets 32.42M
YTD Return 0.10%
Yield 1.85%
Morningstar Rating
Inception Date Feb 10, 2022

Performance & Risk

YTD Return 4.17%
5y Average Return 0.00%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Related Tickers