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

66.9

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 384 out of 1,156 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
$922,851 invested
2. National Grid PLC
0.37% of assets
$1.58M invested
3. GPT Group
0.05% of assets
$196,014 invested
4. Mirvac Group
0.04% of assets
$178,614 invested
5. L'Oreal SA
0.89% of assets
$3.83M invested
6. AstraZeneca PLC
1.55% of assets
$6.66M invested
7. Admiral Group PLC
0.07% of assets
$284,812 invested
8. Kering SA
0.24% of assets
$1.05M invested
9. ASX Ltd
0.06% of assets
$264,021 invested
10. Coles Group Ltd
0.11% of assets
$465,485 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
$49,538 invested
2. Canadian Tire Corp Ltd Class A
0.04% of assets
$176,398 invested
3. Haitian International Holdings Ltd
0.01% of assets
$49,485 invested
4. CSPC Pharmaceutical Group Ltd
0.06% of assets
$265,516 invested
5. CITIC Ltd
0.04% of assets
$185,798 invested
6. Kunlun Energy Co Ltd
0.03% of assets
$115,402 invested
7. FirstService Corp Ordinary Shares
0.05% of assets
$209,620 invested
8. China Construction Bank Corp Class H
0.42% of assets
$1.82M invested
9. Agricultural Bank of China Ltd Class H
0.08% of assets
$339,991 invested
10. Agricultural Bank of China Ltd Class A
0.02% of assets
$80,799 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: 2/29/24

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

0.14% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

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: 2/29/24

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

0.14% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

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: 2/29/24

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

0.14% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

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: 2/29/24

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%

-0.24%

5.12%

54 / 100 points

Benchmark

13%

1.17%

5.26%

3.83%

53 / 100 points

Fund compared to benchmark

-1.2%

-1.41%

-0.14%

1 / 100 points higher

Find more financial data on FNIDX at Morningstar.com

What's next?

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Visit Fossil Free Funds to measure the climate risk of this portfolio

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