Fidelity Healthy Future Fund
Shareclass
Fidelity Healthy Future (FAPHX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Healthy Future Fund
FUND COVERAGE
# of holdings62
% of assets92%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co3.31%$475,547
- 2. UCB SA1.74%$250,243
- 3. Boston Scientific Corp1.72%$248,078
- 4. L'Oreal SA0.42%$59,959
- 5. Hiscox Ltd0.8%$114,999
- 6. Aviva PLC1.62%$233,516
- 7. Danone SA3.43%$493,697
- 8. Unilever PLC3.43%$493,853
- 9. Welltower Inc2.65%$380,685
- 10. Reckitt Benckiser Group PLC0.91%$130,364
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. SharkNinja Inc0.73%$105,316
- 2. Celestica Inc Ordinary Shares (Subordinate Voting)0.63%$90,668
- 3. Hitachi Ltd2.33%$335,429
- 4. NextEra Energy Inc0.62%$89,456
- 5. TransMedics Group Inc0.4%$57,671
- 6. Sprouts Farmers Market Inc0.48%$68,435
- 7. Apollo Asset Management, Inc.2.45%$352,499
- 8. Masimo Corp0.41%$58,282
- 9. Veeva Systems Inc Class A1.25%$179,938
- 10. Amer Sports Inc0.31%$44,758
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Healthy Future Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$273,066
1.9%
Borders high risk
0
$0
0%
Total
1
$273,066
1.9%
Holdings — 1 flagged holdings
1.
Thermo Fisher Scientific Inc
:$273,066
1.9%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Healthy Future Fund FAPHX
Environment
Social
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