FSUMX Mutual Fund

FSUMX Mutual Fund

NAV$19.04
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Fund Essentials - as of Jan 31, 2026

Net Assets
-
Expense Ratio
-
Dividend Yield (Current)
1.86%
Holdings
697
Inception Date
May 11, 2023
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+13.08%
1 Year+25.65%
3 Year+20.97%

Asset Allocation

Stocks: 93.29%
Bonds: 0.06%
Cash: 2.80%
Other: 3.84%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.44%
AAPLApple, Inc4.61%
GOOGAlphabet Inc. C3.88%
MSFTMicrosoft Corp3.82%
AMZNAmazon.Com Inc3.82%
Top 10 Concentration: 32.61%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.86%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FSUMX Mutual Fund Overview

FSUMX Mutual Fund (Fidelity Series Sustainable US Market Fund) is managed by Fidelity Investments (US). holding 697 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2023-05-11.

FSUMX performance shows a YTD return of 13.08%. The 1-year return is 25.65%. FSUMX dividend yield stands at 1.86%, paid semi-annually.

FSUMX top holdings include Nvidia Corp. (7.4%), Apple, Inc (4.6%), Alphabet Inc. C (3.9%), Microsoft Corp (3.8%), Amazon.Com Inc (3.8%). Go to all FSUMX holdings, FSUMX sectors, or FSUMX dividends.

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