FIDEX Mutual Fund

FIDEX Mutual Fund (Fidelity SAI Sustainable US Equity Fund) is managed by Fidelity Investments (US). FIDEX expense ratio is 0.53%, holding 91 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2022-04-14.

FIDEX performance shows a YTD return of 11.73%. The 1-year return is 21.50%. FIDEX dividend yield stands at 0.26%, paid semi-annually.

FIDEX top holdings include Nvidia Corp (7.0%), Apple, Inc (6.1%), Alphabet Inc,class A (5.3%), Amazon.Com Inc (4.0%), Microsoft Corp (3.9%). Go to all FIDEX holdings, FIDEX sectors, or FIDEX dividends.

FIDEX can be compared against other funds. Use FIDEX overlap to find shared positions, or FIDEX vs another fund for a side-by-side view. FIDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.