FIDHX Mutual Fund

FIDHX Mutual Fund

NAV$13.19
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Fund Essentials

Net Assets
-
Expense Ratio
0.60%
Dividend Yield (Current)
0.41%
Holdings
129
Inception Date
Apr 14, 2022
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+22.75%
1 Year+39.36%

Asset Allocation

Stocks: 95.02%
Bonds: 0.77%
Cash: 4.21%

Top Holdings

View All →
TickerNameWeight
Download all 129 holdings for FIDHX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.41%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how FIDHX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

FIDHX Mutual Fund Overview

FIDHX Mutual Fund (Fidelity SAI Sustainable Future Fund) is managed by Fidelity Investments (US). FIDHX expense ratio is 0.60%, holding 129 positions across various sectors. Inception date: 2022-04-14.

FIDHX performance shows a YTD return of 22.75%. The 1-year return is 39.36%. FIDHX dividend yield stands at 0.41%, paid semi-annually.

FIDHX top holdings include a diversified portfolio. View all FIDHX holdings, sector breakdown, or dividend history.

FIDHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIDHX alternatives are available via the screener, along with tax-loss harvesting opportunities.