Fidelity Sustainable U.S. Equity Fund (FSEBX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
14.13
+0.16 (1.15%)
Jul 24, 2025, 8:09 AM EDT
1.15% (1Y)
Fund Assets | 27.05M |
Expense Ratio | 0.90% |
Min. Investment | $0.00 |
Turnover | 45.00% |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 13.97 |
YTD Return | 7.29% |
1-Year Return | 11.72% |
5-Year Return | n/a |
52-Week Low | 10.62 |
52-Week High | 14.13 |
Beta (5Y) | 1.09 |
Holdings | 131 |
Inception Date | Jun 15, 2021 |
About FSEBX
The fund normally invests at least 80% of assets in equity securities of U.S. companies that Fidelity Management & Research Company LLC (FMR) believes have proven or improving sustainability practices based on an evaluation of such companies' individual environmental, social, and governance (ESG) profile. It invests in securities of domestic and foreign issuers.
Fund Family Fidelity
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol FSEBX
Performance
FSEBX had a total return of 11.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.31%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Symbol | Share Class | Expense Ratio |
---|---|---|
FSEWX | Fidelity Advisor Sustainable U.s. Equity Fund: Class Z | 0.75% |
FSEQX | Fidelity Advisor Sustainable U.s. Equity Fund: Class I | 0.90% |
FSEKX | Fidelity Advisor Sustainable U.s. Equity Fund: Class A | 1.15% |
FSEPX | Fidelity Advisor Sustainable U.s. Equity Fund: Class M | 1.40% |
Top 10 Holdings
48.81% of assetsName | Symbol | Weight |
---|---|---|
Alphabet Inc. | GOOGL | 8.37% |
NVIDIA Corporation | NVDA | 8.06% |
Amazon.com, Inc. | AMZN | 7.28% |
Apple Inc. | AAPL | 5.22% |
Microsoft Corporation | MSFT | 5.00% |
Meta Platforms, Inc. | META | 4.97% |
Eli Lilly and Company | LLY | 3.28% |
Wells Fargo & Company | WFC | 2.45% |
Netflix, Inc. | NFLX | 2.35% |
Boston Scientific Corporation | BSX | 1.82% |