Fidelity Series Sustainable U.S. Market (FSUMX)

Fund Assets	20.16M
Expense Ratio	n/a
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.29
Dividend Yield	2.33%
Dividend Growth	90.20%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Mar 7, 2025

Previous Close	12.43
YTD Return	-11.04%
1-Year Return	3.77%
5-Year Return	n/a
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	816
Inception Date	May 11, 2023

About FSUMX

FSUMX was founded on 2023-05-11. The Fund's investment strategy focuses on Growth & Income with 0.0% total expense ratio. Fidelity Series Sustainable U.S. Market Fund Fidelity Series Sustainable U.S. Market Fund seeks long-term growth of capital. The Adviser normally invests at least 80% of the fund's assets in securities of issuers in the US that they believe have proven or improving sustainability practices based on an evaluation of such companies' individual ESG profile. It primarily invests in equity securities.

• Fund Family: Fidelity
• Category: Large Blend
• Stock Exchange: NASDAQ
• Ticker Symbol: FSUMX
• Index: Index is not provided by Management Company

Performance

FSUMX had a total return of 3.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.74%.

Top 10 Holdings

28.25% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	4.92%
Apple Inc.	AAPL	4.54%
Microsoft Corporation	MSFT	3.82%
Fidelity Revere Street Trust - Fidelity Cash Central Fund	n/a	3.72%
Amazon.com, Inc.	AMZN	3.36%
Alphabet Inc.	GOOG	2.34%
Alphabet Inc.	GOOGL	1.81%
JPMorgan Chase & Co.	JPM	1.48%
General Electric Company	GE	1.16%
Tesla, Inc.	TSLA	1.10%

Dividend History

Ex-Dividend	Amount	Pay Date
Mar 7, 2025	$0.035	Mar 10, 2025
Dec 11, 2024	$0.256	Dec 12, 2024
Mar 8, 2024	$0.033	Mar 11, 2024
Dec 8, 2023	$0.120	Dec 11, 2023