Fidelity Series International Index Fund

Shareclass

Fidelity Series International Index (FHLFX)

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

80.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 230 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
0.16% of assets
$654,567 invested
2. Diageo PLC
0.47% of assets
$1.85M invested
3. National Grid PLC
0.28% of assets
$1.13M invested
4. GPT Group
0.03% of assets
$136,434 invested
5. Aena SME SA
0.08% of assets
$308,875 invested
6. Yara International ASA
0.03% of assets
$133,247 invested
7. Mirvac Group
0.03% of assets
$126,428 invested
8. L'Oreal SA
0.69% of assets
$2.73M invested
9. Allianz SE
0.62% of assets
$2.44M invested
10. AstraZeneca PLC
1.19% of assets
$4.74M 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. Kobe Bussan Co Ltd
0.03% of assets
$100,604 invested
2. Iida Group Holdings Co Ltd
0.01% of assets
$51,470 invested
3. Konami Group Corp
0.03% of assets
$117,797 invested
4. Keyence Corp
0.49% of assets
$1.94M invested
5. Futu Holdings Ltd ADR
0.02% of assets
$68,178 invested
6. Japan Metropolitan Fund Investment Corp
0.03% of assets
$114,909 invested
7. Xinyi Glass Holdings Ltd
0.01% of assets
$43,298 invested
8. Heineken Holding NV
0.06% of assets
$248,360 invested
9. Keisei Electric Railway Co Ltd
0.03% of assets
$137,750 invested
10. Odakyu Electric Railway Co Ltd
0.03% of assets
$108,011 invested

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Financial performance

Performance data provided by

Find more financial data on FHLFX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Series International 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

FHLFX

Fidelity Series International 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:

Higher 5-yr returns

1.56% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FHLFX

Fidelity Series International 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:

Higher 5-yr returns

1.56% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FHLFX

Fidelity Series International 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:

Higher 5-yr returns

1.56% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

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
FHLFX - Fidelity Series International Index Fund

15%

4.57%

6.82%

55 / 100 points

Benchmark

13%

1.17%

5.26%

3.83%

53 / 100 points

Fund compared to benchmark

2.27%

3.4%

1.56%

2 / 100 points higher

Find more financial data on FHLFX at Morningstar.com

What's next?

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