Fidelity Series Sustainable US Market Fund (FSUMX)
16.42
+0.17
(+1.05%)
USD |
Dec 19 2025
FSUMX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 3.41% |
| Stock | 94.59% |
| Bond | 1.89% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.06% |
Market Capitalization
As of October 31, 2025
| Large | 67.11% |
| Mid | 18.09% |
| Small | 14.80% |
Region Exposure
| Americas | 91.87% |
|---|---|
|
North America
|
91.50% |
| Canada | 1.36% |
| United States | 90.14% |
|
Latin America
|
0.36% |
| Brazil | 0.04% |
| Colombia | 0.03% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.25% |
|---|---|
| United Kingdom | 1.89% |
|
Europe Developed
|
2.21% |
| Belgium | 0.16% |
| Denmark | 0.05% |
| Finland | 0.04% |
| France | 0.07% |
| Germany | 0.15% |
| Ireland | 1.18% |
| Italy | 0.01% |
| Netherlands | 0.42% |
| Spain | 0.01% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.16% |
| Israel | 0.16% |
| Greater Asia | 0.90% |
|---|---|
| Japan | 0.06% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
0.41% |
| Hong Kong | 0.00% |
| South Korea | 0.06% |
| Taiwan | 0.35% |
|
Asia Emerging
|
0.36% |
| China | 0.14% |
| India | 0.10% |
| Thailand | 0.12% |
| Unidentified Region | 2.98% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.41% |
| Materials |
|
2.06% |
| Consumer Discretionary |
|
9.62% |
| Financials |
|
12.99% |
| Real Estate |
|
1.74% |
| Sensitive |
|
54.56% |
| Communication Services |
|
8.35% |
| Energy |
|
4.10% |
| Industrials |
|
9.49% |
| Information Technology |
|
32.63% |
| Defensive |
|
13.93% |
| Consumer Staples |
|
3.84% |
| Health Care |
|
8.63% |
| Utilities |
|
1.47% |
| Not Classified |
|
5.10% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
5.06% |
As of October 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 | -- |