Fidelity SAI Sustainable U.S. Equity Fund
FIDEX
NASDAQ
| Weiss Ratings | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Preeti Sayana (0) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity SAI Sustainable U.S. Equity Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 14, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.52% | |||
| Dividend | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.83% | |||
| Asset Allocation | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.98% | |||
| Stock | 99.02% | |||
| U.S. Stock | 88.38% | |||
| Non-U.S. Stock | 10.64% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 4.56% | |||
| 30-Day Total Return | 6.62% | |||
| 60-Day Total Return | 14.78% | |||
| 90-Day Total Return | 15.46% | |||
| Year to Date Total Return | 4.49% | |||
| 1-Year Total Return | 11.71% | |||
| 2-Year Total Return | 37.17% | |||
| 3-Year Total Return | 61.89% | |||
| 5-Year Total Return | -- | |||
| Price | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $12.67 | |||
| 1-Month High NAV | $13.40 | |||
| 52-Week Low NAV | $10.47 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.56 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.06 | |||
| Standard Deviation | 18.48 | |||
| Balance Sheet | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 288.21M | |||
| Operating Ratios | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.60% | |||
| Turnover Ratio | 49.00% | |||
| Performance | FIDEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.82% | |||
| Last Bear Market Total Return | -943.19% | |||