FSUMX Mutual Fund

FSUMX Mutual Fund

NAV$18.69
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Fund Essentials - as of Aug 31, 2026

Net Assets
$79M
Expense Ratio
-
Dividend Yield (Current)
1.84%
Holdings
679
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+14.12%
1 Year+16.07%
3 Year+25.20%

Asset Allocation

Stocks: 88.48%
Bonds: 0.02%
Cash: 5.17%
Other: 4.37%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp7.24%
AAPLApple Inc5.86%
MSFTMicrosoft Corp5.09%
AMZNAmazon.Com Inc4.35%
FTBFXFidelity Cash Central Fund3.41%
Top 10 Concentration: 37.03%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.84%
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) with $79.1M in net assets. holding 679 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2023-05-11.

FSUMX performance shows a YTD return of 14.12%. The 1-year return is 16.07%. FSUMX dividend yield stands at 1.84%, paid semi-annually.

FSUMX top holdings include Nvidia Corp (7.2%), Apple Inc (5.9%), Microsoft Corp (5.1%), Amazon.Com Inc (4.3%), Fidelity Cash Central Fund (3.4%). 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.