Fidelity Healthy Future Fund
Shareclass
Fidelity Healthy Future (FAPHX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 109 out of 2,554 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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 Healthy Future Fund FAPHX
Environment
Social
Search more funds
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. L'Oreal SA0.42% of assets$57,356 invested
- 2. Procter & Gamble Co5.83% of assets$803,662 invested
- 3. Unilever PLC3.6% of assets$496,520 invested
- 4. Danone SA1.84% of assets$253,638 invested
- 5. Boston Scientific Corp1.99% of assets$273,902 invested
- 6. Welltower Inc1.54% of assets$211,844 invested
- 7. Hilton Worldwide Holdings Inc0.99% of assets$136,984 invested
- 8. Uber Technologies Inc3.18% of assets$438,198 invested
- 9. Colgate-Palmolive Co2.5% of assets$344,440 invested
- 10. Hartford Insurance Group Inc1.09% of assets$150,452 invested
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. Chewy Inc0.5% of assets$68,931 invested
- 2. Cava Group Inc0.53% of assets$73,458 invested
- 3. Kenvue Inc0.74% of assets$102,377 invested
- 4. Masimo Corp0.52% of assets$72,110 invested
- 5. Hitachi Ltd1.57% of assets$216,647 invested
- 6. TransMedics Group Inc0.23% of assets$32,360 invested
- 7. Ulta Beauty Inc1.25% of assets$172,556 invested
- 8. NextEra Energy Inc0.75% of assets$103,150 invested
- 9. Costco Wholesale Corp0.31% of assets$42,993 invested
- 10. Apollo Global Management Inc Class A3.84% of assets$529,759 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on FAPHX at Morningstar.com
Find more financial data on FAPHX at Morningstar.comGender Equality and Returns
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
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer