Fidelity Environment and Alternative Energy Fund

Shareclass
Fidelity Environment & Alternative Engy (FSLEX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
63.8
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 316 out of 870 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Cummins Inc
    2.25% of assets
    $13.04M invested
  • 2. GE Aerospace
    0.45% of assets
    $2.6M invested
  • 3. The Chemours Co
    0.52% of assets
    $3.04M invested
  • 4. Microsoft Corp
    11% of assets
    $64.17M invested
  • 5. Trane Technologies PLC Class A
    3.15% of assets
    $18.28M invested
  • 6. Vistra Corp
    0.8% of assets
    $4.63M invested
  • 7. International Business Machines Corp
    6.15% of assets
    $35.66M invested
  • 8. Sunrun Inc
    0.51% of assets
    $2.94M invested
  • 9. RWE AG Class A
    0.52% of assets
    $3.03M invested
  • 10. Fortune Brands Innovations Inc
    0.74% of assets
    $4.28M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Vertiv Holdings Co Class A
    0.67% of assets
    $3.86M invested
  • 2. Woodward Inc
    0.63% of assets
    $3.66M invested
  • 3. Advanced Drainage Systems Inc
    0.43% of assets
    $2.5M invested
  • 4. Allegro Microsystems Inc Ordinary Shares
    0.29% of assets
    $1.67M invested
  • 5. Westinghouse Air Brake Technologies Corp
    0.39% of assets
    $2.28M invested
  • 6. Carpenter Technology Corp
    0.32% of assets
    $1.84M invested
  • 7. Builders FirstSource Inc
    1.06% of assets
    $6.13M invested
  • 8. Kansai Electric Power Co Inc
    0.72% of assets
    $4.21M invested
  • 9. Coherent Corp
    0.92% of assets
    $5.35M invested
  • 10. Enphase Energy Inc
    0.78% of assets
    $4.52M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on FSLEX at Morningstar.com
Gender Equality and Returns
Returns chart for Fidelity Environment and Alternative Energy Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
FSLEX
Fidelity Environment and Alternative Energy Fund
Family
Fidelity Investments
Category
Industrials
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.49% more  in annualized returns
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
FSLEX
Fidelity Environment and Alternative Energy Fund
Family
Fidelity Investments
Category
Industrials
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.49% more  in annualized returns
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
FSLEX
Fidelity Environment and Alternative Energy Fund
Family
Fidelity Investments
Category
Industrials
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.49% more  in annualized returns
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
FSLEX - Fidelity Environment and Alternative Energy Fund
36%
2.38%
13%
11%
52  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
5.53%
11%
9.19%
55  / 100 points
Fund compared to benchmark
 
3.08%
-3.16%
1.63%
1.49%
3  / 100 points lower
Find more financial data on FSLEX at Morningstar.com
What's next?
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