FIDEX Mutual Fund

FIDEX Mutual Fund (Fidelity SAI Sustainable US Equity Fund) is managed by Fidelity Investments (US). FIDEX expense ratio is 0.56%, holding 88 positions across sectors including Information Technology, Financials, Industrials. 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 0.27%, paid semi-annually.

FIDEX top holdings include Nvidia Corp. (7.3%), Apple, Inc (6.3%), Alphabet Inc Common Stock USD 0.001 (5.3%), Microsoft Corp (4.7%), Amazon.Com Inc (4.0%). 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.