Fidelity Advisor Sustainable U.S. Equity Fund - Class M
FSEPX
NASDAQ
| Weiss Ratings | FSEPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FSEPX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Preeti Sayana (1) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSEPX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Advisor Sustainable U.S. Equity Fund - Class M | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 15, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSEPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | FSEPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.82% | |||
| Asset Allocation | FSEPX-NASDAQ | Click to Compare |
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| Cash | 3.10% | |||
| Stock | 96.78% | |||
| U.S. Stock | 88.40% | |||
| Non-U.S. Stock | 8.38% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.13% | |||
| Price History | FSEPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.10% | |||
| 30-Day Total Return | -0.81% | |||
| 60-Day Total Return | 1.30% | |||
| 90-Day Total Return | 0.52% | |||
| Year to Date Total Return | 13.33% | |||
| 1-Year Total Return | 17.46% | |||
| 2-Year Total Return | 30.38% | |||
| 3-Year Total Return | 74.49% | |||
| 5-Year Total Return | 68.57% | |||
| Price | FSEPX-NASDAQ | Click to Compare |
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| 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 | FSEPX-NASDAQ | Click to Compare |
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| Nav | $17.08 | |||
| 1-Month Low NAV | $16.82 | |||
| 1-Month High NAV | $17.32 | |||
| 52-Week Low NAV | $13.94 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.49 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | FSEPX-NASDAQ | Click to Compare |
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| Beta | 1.11 | |||
| Standard Deviation | 15.06 | |||
| Balance Sheet | FSEPX-NASDAQ | Click to Compare |
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| Total Assets | 37.82M | |||
| Operating Ratios | FSEPX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.40% | |||
| Turnover Ratio | 51.00% | |||
| Performance | FSEPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.58% | |||
| Last Bear Market Total Return | -16.66% | |||