Fidelity International Sustainability Index Fund

Shareclass

Fidelity Intl Sustainability Idx (FNIDX)

Type

Open-end mutual fund

Manager

Fidelity Investments

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 404 out of 1,150 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Transurban Group
0.21% of assets
$883,409 invested
2. National Grid PLC
0.38% of assets
$1.6M invested
3. GPT Group
0.04% of assets
$175,282 invested
4. Mirvac Group
0.04% of assets
$177,707 invested
5. L'Oreal SA
0.88% of assets
$3.74M invested
6. AstraZeneca PLC
1.5% of assets
$6.35M invested
7. Admiral Group PLC
0.07% of assets
$280,161 invested
8. Kering SA
0.26% of assets
$1.12M invested
9. ASX Ltd
0.06% of assets
$272,748 invested
10. Coles Group Ltd
0.11% of assets
$481,516 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. Far East Horizon Ltd
0.01% of assets
$50,612 invested
2. Canadian Tire Corp Ltd Class A
0.04% of assets
$169,019 invested
3. Haitian International Holdings Ltd
0.01% of assets
$50,680 invested
4. CSPC Pharmaceutical Group Ltd
0.05% of assets
$222,992 invested
5. CITIC Ltd
0.04% of assets
$187,912 invested
6. Kunlun Energy Co Ltd
0.03% of assets
$109,371 invested
7. FirstService Corp Ordinary Shares
0.05% of assets
$212,948 invested
8. China Construction Bank Corp Class H
0.46% of assets
$1.94M invested
9. Agricultural Bank of China Ltd Class H
0.09% of assets
$377,541 invested
10. Agricultural Bank of China Ltd Class A
0.02% of assets
$91,859 invested

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Financial performance

Performance data provided by

Find more financial data on FNIDX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity International Sustainability Index 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

FNIDX

Fidelity International Sustainability Index Fund

Family

Fidelity Investments

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.23% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FNIDX

Fidelity International Sustainability Index Fund

Family

Fidelity Investments

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.23% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FNIDX

Fidelity International Sustainability Index Fund

Family

Fidelity Investments

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.23% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FNIDX - Fidelity International Sustainability Index Fund

11%

0.16%

5.56%

54 / 100 points

Benchmark

13%

1.76%

5.79%

4.13%

53 / 100 points

Fund compared to benchmark

-1.97%

-1.61%

-0.23%

1 / 100 points higher

Find more financial data on FNIDX at Morningstar.com

What's next?

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