Fidelity Water Sustainability Fund
Shareclass
Fidelity Water Sustainability (FLOWX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 388 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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 Water Sustainability Fund FLOWX
Environment
Social
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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. Severn Trent PLC7.6% of assets$8.03M invested
- 2. Xylem Inc4.36% of assets$4.6M invested
- 3. Ecolab Inc2.69% of assets$2.84M invested
- 4. American Water Works Co Inc3.88% of assets$4.1M invested
- 5. United Utilities Group PLC Class A6.96% of assets$7.36M invested
- 6. Ingersoll Rand Inc3.46% of assets$3.66M invested
- 7. KBR Inc3.22% of assets$3.41M invested
- 8. Parsons Corp0.26% of assets$277,185 invested
- 9. Veolia Environnement SA4.82% of assets$5.09M invested
- 10. Pennon Group PLC0.74% of assets$785,059 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. Advanced Drainage Systems Inc3.96% of assets$4.19M invested
- 2. Core & Main Inc Class A5.71% of assets$6.04M invested
- 3. Chart Industries Inc3.57% of assets$3.77M invested
- 4. Mueller Water Products Inc Class A shares3.58% of assets$3.79M invested
- 5. Interpump Group SpA1.34% of assets$1.41M invested
- 6. Geberit AG3.69% of assets$3.9M invested
- 7. Dover Corp2.2% of assets$2.33M invested
- 8. Parker Hannifin Corp1.1% of assets$1.16M invested
- 9. Kurita Water Industries Ltd1.81% of assets$1.91M invested
- 10. ITT Inc1.95% of assets$2.07M invested
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Financial performance
Performance data provided by
Find more financial data on FLOWX at Morningstar.com
Find more financial data on FLOWX 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
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