Fidelity Advisor Sustainable Intl Eq M (FSYMX)
| Fund Assets | 13.79M |
| Expense Ratio | 1.55% |
| Min. Investment | $0.00 |
| Turnover | 50.00% |
| Dividend (ttm) | 0.14 |
| Dividend Yield | 1.21% |
| Dividend Growth | 43.16% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 13, 2024 |
| Previous Close | 10.84 |
| YTD Return | 15.92% |
| 1-Year Return | 13.78% |
| 5-Year Return | n/a |
| 52-Week Low | 8.55 |
| 52-Week High | 10.85 |
| Beta (5Y) | 0.87 |
| Holdings | 83 |
| Inception Date | Feb 10, 2022 |
About FSYMX
The Fidelity Advisor Sustainable International Equity Fund - Class M is a mutual fund focused on investing in international equity securities with a strong emphasis on sustainability. Its primary function is to provide investors exposure to non-U.S. companies that exhibit proven or improving practices in environmental, social, and governance (ESG) standards. The fund typically allocates at least 80% of its assets to such companies, selecting holdings based on thorough ESG evaluations and aiming for a diversified, global portfolio. Targeting the "Foreign Large Blend" category, the fund seeks to balance growth and value characteristics while maintaining a sustainability mandate. Its portfolio is spread across various sectors and regions outside the United States, with a significant allocation to industries like financial services. Managed by Fidelity’s experienced investment team, the fund plays a role for investors and institutions aiming to align their portfolios with responsible and sustainable business practices on a global scale. Founded in February 2022, this fund addresses the growing demand for ESG integration in international investment strategies.
Performance
FSYMX had a total return of 13.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.70%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| FSQZX | Fidelity Advisor Sustainable International Equity Fund: Class Z | 0.90% |
| FSQIX | Fidelity Advisor Sustainable International Equity Fund: Class I | 1.05% |
| FSQAX | Fidelity Advisor Sustainable International Equity Fund: Class A | 1.30% |
| FSYCX | Fidelity Advisor Sustainable International Equity Fund: Class C | 2.05% |
Top 10 Holdings
29.86% of assets| Name | Symbol | Weight |
|---|---|---|
| Hitachi, Ltd. | 6501 | 4.12% |
| Sony Group Corporation | 6758 | 3.76% |
| ITOCHU Corporation | 8001 | 3.47% |
| AXA SA | CS | 3.12% |
| UniCredit S.p.A. | UCG | 2.93% |
| SAP SE | SAP | 2.79% |
| CRH plc | CRH | 2.74% |
| Koninklijke KPN N.V. | KPN | 2.43% |
| Danone S.A. | BN | 2.25% |
| Schneider Electric S.E. | SU | 2.24% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 13, 2024 | $0.136 | Dec 16, 2024 |
| Dec 8, 2023 | $0.095 | Dec 11, 2023 |
| Dec 9, 2022 | $0.013 | Dec 12, 2022 |