FIDHX Mutual Fund

FIDHX Mutual Fund

NAV$13.19
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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%
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Dividend Summary

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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

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. Go to all FIDHX holdings, FIDHX sectors, or FIDHX dividends.

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