FSEPX Mutual Fund

FSEPX Mutual Fund (Fidelity Advisor Sustainable US Equity Fund Class M) is managed by Fidelity Investments (US) with $536,123.03 in net assets. FSEPX expense ratio is 1.40%, holding 97 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2021-06-15.

FSEPX performance shows a YTD return of 11.26%. The 1-year return is 12.30% and the 5-year return is 8.98%.

FSEPX 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 FSEPX holdings, FSEPX sectors, or FSEPX dividends.

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