Fidelity Series Sustainable US Market Fund (FSUMX)
17.94
-0.02
(-0.11%)
USD |
May 18 2026
FSUMX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.77% |
| Stock | 96.01% |
| Bond | 2.09% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.13% |
Market Capitalization
As of March 31, 2026
| Large | 68.30% |
| Mid | 17.39% |
| Small | 14.31% |
Region Exposure
| Americas | 93.42% |
|---|---|
|
North America
|
92.96% |
| Canada | 1.33% |
| United States | 91.64% |
|
Latin America
|
0.46% |
| Brazil | 0.04% |
| Colombia | 0.02% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.43% |
|---|---|
| United Kingdom | 2.10% |
|
Europe Developed
|
2.24% |
| Belgium | 0.24% |
| Finland | 0.04% |
| France | 0.09% |
| Germany | 0.09% |
| Ireland | 1.30% |
| Italy | 0.05% |
| Netherlands | 0.31% |
| Spain | 0.01% |
| Sweden | 0.03% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.10% |
| Israel | 0.10% |
| Greater Asia | 0.62% |
|---|---|
| Japan | 0.03% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.55% |
| Hong Kong | 0.00% |
| South Korea | 0.03% |
| Taiwan | 0.52% |
|
Asia Emerging
|
0.04% |
| India | 0.04% |
| Unidentified Region | 1.53% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.32% |
| Materials |
|
2.01% |
| Consumer Discretionary |
|
9.79% |
| Financials |
|
12.54% |
| Real Estate |
|
1.98% |
| Sensitive |
|
55.32% |
| Communication Services |
|
8.29% |
| Energy |
|
5.45% |
| Industrials |
|
10.31% |
| Information Technology |
|
31.27% |
| Defensive |
|
14.79% |
| Consumer Staples |
|
3.87% |
| Health Care |
|
9.21% |
| Utilities |
|
1.72% |
| Not Classified |
|
3.57% |
| Non Classified Equity |
|
0.05% |
| Not Classified - Non Equity |
|
3.52% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |