Fidelity U.S. Sustainability Index Fund
Shareclass
Fidelity U.S. Sustainability Index (FITLX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
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 U.S. Sustainability Index Fund
FUND COVERAGE
# of holdings271
% of assets89%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.04%$2.21M
- 2. Procter & Gamble Co1.05%$52.99M
- 3. Biogen Inc0.06%$3.23M
- 4. Welltower Inc0.35%$17.42M
- 5. Hologic Inc0.04%$1.79M
- 6. Mastercard Inc Class A1.49%$74.66M
- 7. Willis Towers Watson PLC0.1%$5.15M
- 8. General Mills Inc0.08%$4.15M
- 9. JM Smucker Co0.04%$2.08M
- 10. Hilton Worldwide Holdings Inc0.18%$9.23M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares0.08%$3.88M
- 2. Steel Dynamics Inc0.06%$2.95M
- 3. Nucor Corp0.09%$4.35M
- 4. Charter Communications Inc Class A0.06%$3.12M
- 5. Cintas Corp0.21%$10.75M
- 6. O'Reilly Automotive Inc0.25%$12.63M
- 7. Align Technology Inc0.03%$1.26M
- 8. NVR Inc0.1%$4.84M
- 9. Dick's Sporting Goods Inc0.04%$2.19M
- 10. Fair Isaac Corp0.12%$5.91M
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 U.S. Sustainability Index Fund
Totals
Holdings
Assets
Weight
Prisons
12
$1.01B
20%
Prisons high risk
3
$15.12M
0.3%
Private prisons
0
$0
0%
Borders
9
$997.12M
20%
Borders high risk
3
$15.12M
0.3%
Total
15
$1.07B
21%
Holdings — 15 flagged holdings
1.
Microsoft Corp
:$528.16M
11%
2.
Alphabet Inc Class A
:$208.29M
4.15%
3.
Alphabet Inc Class C
:$183.43M
3.65%
4.
Salesforce Inc
:$35.49M
0.71%
5.
McDonald's Corp
$32.43M
0.65%
6.
Accenture PLC Class A
:$23.83M
0.47%
7.
3M Co
$10.94M
0.22%
8.
Elevance Health Inc
$10.83M
0.22%
9.
Axon Enterprise Inc
:$7.59M
0.15%
10.
Yum Brands Inc
$6.15M
0.12%
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 U.S. Sustainability Index Fund FITLX
Environment
Social
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