Fidelity SAI Sustainable Sector Fund (FIDJX)

Fund Assets	937.25M
Expense Ratio	0.427%
Min. Investment	$0.00
Turnover	59.00%
Dividend (ttm)	0.11
Dividend Yield	0.56%
Dividend Growth	34.18%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 10, 2026

Previous Close	18.83
YTD Return	19.26%
1-Year Return	24.26%
5-Year Return	n/a
52-Week Low	15.25
52-Week High	19.17
Beta (5Y)	1.05
Holdings	256
Inception Date	Apr 14, 2022

About FIDJX

Fidelity SAI Sustainable Sector Fund is an actively managed mutual fund focused on long-term capital growth through investments in equity securities. The fund employs a quantitative portfolio construction and optimization model to create a sector-neutral portfolio, aiming to capture opportunities across different industries while maintaining sustainability as a central theme. At least 80% of its assets are allocated to securities selected for their sustainable characteristics, emphasizing companies with lower environmental, social, and governance (ESG) risks relative to peers. The fund holds positions across diverse sectors, including consumer defensive, energy, and real estate, ensuring broad exposure within the U.S. large cap blend category. Since its launch in 2022, it has gained recognition for its competitive expense structure and commitment to responsible investing, allowing investors to participate in the equity market with an emphasis on sustainability and sector balance.

• Fund Family: Fidelity
• Category: Large Blend
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: FIDJX
• Index: MSCI USA IMI ESG Leaders TR

Performance

FIDJX had a total return of 24.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.34%.

Top 10 Holdings

41.51% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	8.71%
Alphabet Inc.	GOOGL	7.41%
Apple Inc.	AAPL	6.16%
Microsoft Corporation	MSFT	4.60%
Amazon.com, Inc.	AMZN	4.57%
Broadcom Inc.	AVGO	2.77%
Micron Technology, Inc.	MU	2.44%
Tesla, Inc.	TSLA	1.76%
Mastercard Incorporated	MA	1.76%
ExxonMobil Holdings Corporation	XOM	1.33%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 10, 2026	$0.316	Jul 13, 2026
Dec 19, 2025	$0.061	Dec 22, 2025
Jul 11, 2025	$0.036	Jul 14, 2025
Dec 20, 2024	$0.078	Dec 23, 2024
Jul 12, 2024	$0.084	Jul 15, 2024
Dec 15, 2023	$0.029	Dec 18, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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