FIDEX Mutual Fund

FIDEX Mutual Fund (Fidelity SAI Sustainable US Equity Fund) is managed by Fidelity Investments (US) with $674.0M in net assets. FIDEX expense ratio is 0.53%, holding 96 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2022-04-14.

FIDEX performance shows a YTD return of 11.87%. The 1-year return is 13.27%. FIDEX dividend yield stands at 0.27%, paid semi-annually.

FIDEX top holdings include NVIDIA Corp (7.5%), Apple Inc (6.7%), Microsoft Corp (5.6%), Alphabet Inc,class A (5.5%), Amazon.com Inc (4.5%). Go to all FIDEX holdings, FIDEX sectors, or FIDEX dividends.

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