Fidelity Sustainability U.S. Equity Fund

Frequently Asked Questions About FSEBX

What does FSEBX invest in?

The Fidelity Sustainability U.S. Equity Fund primarily concentrates at least 80% of its investments in the stock of U.S.-based companies. Fidelity Management & Research Company LLC (FMR) identifies these firms based on their demonstrated commitment to, or ongoing improvement in, sustainable business practices. This evaluation considers each company's individual environmental, social, and governance (ESG) profile. Although its main focus is domestic, the fund also has the flexibility to invest in securities issued by companies outside the United States.

What is the expense ratio of FSEBX?

Fidelity Sustainability U.S. Equity Fund (FSEBX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FSEBX?

Fidelity Sustainability U.S. Equity Fund (FSEBX) manages $36.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FSEBX actively managed or an index fund?

FSEBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FSEBX launched?

Fidelity Sustainability U.S. Equity Fund (FSEBX) launched in June 2021 and is managed by Fidelity.

How has FSEBX performed?

FSEBX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.