Fidelity Series Sustainable US Market Fund (FSUMX)
18.89
-0.07
(-0.37%)
USD |
Aug 24 2026
FSUMX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 2.70% |
| Stock | 94.54% |
| Bond | 2.68% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.08% |
Market Capitalization
As of June 30, 2026
| Large | 68.06% |
| Mid | 17.90% |
| Small | 14.04% |
Region Exposure
| Americas | 92.96% |
|---|---|
|
North America
|
92.60% |
| Canada | 1.03% |
| United States | 91.57% |
|
Latin America
|
0.36% |
| Brazil | 0.03% |
| Colombia | 0.02% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.72% |
|---|---|
| United Kingdom | 1.75% |
|
Europe Developed
|
1.91% |
| Belgium | 0.19% |
| Finland | 0.03% |
| France | 0.08% |
| Germany | 0.07% |
| Ireland | 1.07% |
| Italy | 0.03% |
| Netherlands | 0.34% |
| Spain | 0.01% |
| Sweden | 0.03% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.07% |
| Israel | 0.07% |
| Greater Asia | 0.84% |
|---|---|
| Japan | 0.02% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.82% |
| Hong Kong | 0.05% |
| Singapore | 0.12% |
| South Korea | 0.07% |
| Taiwan | 0.58% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 2.48% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.32% |
| Materials |
|
1.76% |
| Consumer Discretionary |
|
9.11% |
| Financials |
|
11.68% |
| Real Estate |
|
1.78% |
| Sensitive |
|
56.82% |
| Communication Services |
|
7.77% |
| Energy |
|
3.86% |
| Industrials |
|
9.93% |
| Information Technology |
|
35.26% |
| Defensive |
|
13.49% |
| Consumer Staples |
|
3.62% |
| Health Care |
|
8.45% |
| Utilities |
|
1.42% |
| Not Classified |
|
0.26% |
| Non Classified Equity |
|
0.26% |
As of June 30, 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 | -- |