Fidelity Sustainable Multi-Asset Fund
FYMRX
NASDAQ
| Weiss Ratings | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Bruno Weinberg Crocco (4), Finola McGuire Foley (4) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Sustainable Multi-Asset Fund | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 10, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.67% | |||
| Dividend | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.78% | |||
| Asset Allocation | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.93% | |||
| Stock | 75.67% | |||
| U.S. Stock | 42.31% | |||
| Non-U.S. Stock | 33.36% | |||
| Bond | 23.33% | |||
| U.S. Bond | 21.55% | |||
| Non-U.S. Bond | 1.78% | |||
| Preferred | 0.02% | |||
| Convertible | 0.03% | |||
| Other Net | 0.03% | |||
| Price History | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.39% | |||
| 30-Day Total Return | -2.22% | |||
| 60-Day Total Return | -3.55% | |||
| 90-Day Total Return | -2.89% | |||
| Year to Date Total Return | 7.86% | |||
| 1-Year Total Return | 9.52% | |||
| 2-Year Total Return | 27.72% | |||
| 3-Year Total Return | 55.48% | |||
| 5-Year Total Return | -- | |||
| Price | FYMRX-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 | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $12.76 | |||
| 1-Month High NAV | $13.15 | |||
| 52-Week Low NAV | $11.30 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $13.27 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.77 | |||
| Standard Deviation | 10.16 | |||
| Balance Sheet | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 106.15M | |||
| Operating Ratios | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.48% | |||
| Turnover Ratio | 33.00% | |||
| Performance | FYMRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.78% | |||
| Last Bear Market Total Return | -13.09% | |||