Fidelity Series Sustainable US Market Fund (FSUMX)
16.77
+0.14
(+0.84%)
USD |
Feb 24 2026
FSUMX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.48% |
| Stock | 95.97% |
| Bond | 1.51% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.03% |
Market Capitalization
As of December 31, 2025
| Large | 67.09% |
| Mid | 18.23% |
| Small | 14.69% |
Region Exposure
| Americas | 92.66% |
|---|---|
|
North America
|
92.29% |
| Canada | 1.39% |
| United States | 90.90% |
|
Latin America
|
0.37% |
| Brazil | 0.05% |
| Colombia | 0.03% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.39% |
|---|---|
| United Kingdom | 1.91% |
|
Europe Developed
|
2.34% |
| Belgium | 0.21% |
| Denmark | 0.05% |
| Finland | 0.05% |
| France | 0.08% |
| Germany | 0.14% |
| Ireland | 1.31% |
| Italy | 0.04% |
| Netherlands | 0.32% |
| Spain | 0.01% |
| Switzerland | 0.03% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.13% |
| Israel | 0.13% |
| Greater Asia | 0.70% |
|---|---|
| Japan | 0.02% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.38% |
| Hong Kong | 0.00% |
| Singapore | 0.01% |
| Taiwan | 0.36% |
|
Asia Emerging
|
0.30% |
| China | 0.13% |
| India | 0.04% |
| Thailand | 0.12% |
| Unidentified Region | 2.25% |
|---|
Stock Sector Exposure
| Cyclical |
|
27.70% |
| Materials |
|
2.11% |
| Consumer Discretionary |
|
9.83% |
| Financials |
|
13.91% |
| Real Estate |
|
1.86% |
| Sensitive |
|
53.82% |
| Communication Services |
|
8.60% |
| Energy |
|
4.01% |
| Industrials |
|
9.64% |
| Information Technology |
|
31.56% |
| Defensive |
|
14.54% |
| Consumer Staples |
|
3.48% |
| Health Care |
|
9.41% |
| Utilities |
|
1.65% |
| Not Classified |
|
3.94% |
| Non Classified Equity |
|
0.12% |
| Not Classified - Non Equity |
|
3.82% |
As of December 31, 2025
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 | -- |