Fidelity Sustainable Multi-Asset Fund (FYMRX)
12.82
+0.09
(+0.71%)
USD |
May 08 2026
FYMRX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 3.62% |
| Stock | 69.99% |
| Bond | 26.09% |
| Convertible | 0.00% |
| Preferred | 0.16% |
| Other | 0.13% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.26% |
|---|---|
|
North America
|
62.02% |
| Canada | 1.35% |
| United States | 60.66% |
|
Latin America
|
1.25% |
| Brazil | 0.47% |
| Chile | 0.02% |
| Colombia | 0.01% |
| Mexico | 0.32% |
| Peru | 0.07% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.07% |
|---|---|
| United Kingdom | 4.23% |
|
Europe Developed
|
12.80% |
| Austria | 0.08% |
| Belgium | 0.48% |
| Denmark | 0.24% |
| Finland | 0.21% |
| France | 2.19% |
| Germany | 1.17% |
| Greece | 0.11% |
| Ireland | 1.41% |
| Italy | 0.84% |
| Netherlands | 2.44% |
| Norway | 0.11% |
| Portugal | 0.15% |
| Spain | 0.86% |
| Sweden | 0.84% |
| Switzerland | 1.49% |
|
Europe Emerging
|
0.20% |
| Czech Republic | 0.01% |
| Poland | 0.10% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.84% |
| Egypt | 0.00% |
| Israel | 0.00% |
| Qatar | 0.02% |
| Saudi Arabia | 0.17% |
| South Africa | 0.48% |
| United Arab Emirates | 0.13% |
| Greater Asia | 15.95% |
|---|---|
| Japan | 4.74% |
|
Australasia
|
0.81% |
| Australia | 0.75% |
|
Asia Developed
|
6.61% |
| Hong Kong | 1.02% |
| Singapore | 0.39% |
| South Korea | 1.58% |
| Taiwan | 3.63% |
|
Asia Emerging
|
3.79% |
| China | 2.49% |
| India | 0.99% |
| Indonesia | 0.04% |
| Malaysia | 0.09% |
| Philippines | 0.07% |
| Thailand | 0.11% |
| Unidentified Region | 2.72% |
|---|
Bond Credit Quality Exposure
| AAA | 3.49% |
| AA | 71.14% |
| A | 6.48% |
| BBB | 7.18% |
| BB | 2.43% |
| B | 1.26% |
| Below B | 0.50% |
| CCC | 0.46% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.00% |
| Not Available | 7.52% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
23.66% |
| Materials |
|
2.88% |
| Consumer Discretionary |
|
6.53% |
| Financials |
|
13.02% |
| Real Estate |
|
1.24% |
| Sensitive |
|
35.60% |
| Communication Services |
|
6.54% |
| Energy |
|
1.47% |
| Industrials |
|
8.72% |
| Information Technology |
|
18.87% |
| Defensive |
|
11.18% |
| Consumer Staples |
|
3.01% |
| Health Care |
|
6.65% |
| Utilities |
|
1.52% |
| Not Classified |
|
29.57% |
| Non Classified Equity |
|
0.02% |
| Not Classified - Non Equity |
|
29.54% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 75.32% |
| Corporate | 16.69% |
| Securitized | 7.41% |
| Municipal | 0.00% |
| Other | 0.58% |
Bond Maturity Exposure
| Short Term |
|
3.62% |
| Less than 1 Year |
|
3.62% |
| Intermediate |
|
56.55% |
| 1 to 3 Years |
|
9.64% |
| 3 to 5 Years |
|
15.63% |
| 5 to 10 Years |
|
31.29% |
| Long Term |
|
39.39% |
| 10 to 20 Years |
|
14.48% |
| 20 to 30 Years |
|
21.47% |
| Over 30 Years |
|
3.44% |
| Other |
|
0.43% |
As of March 31, 2026