Fidelity Sustainable Core Plus Bond Fund (FIAEX) Research

The fund aims to provide a substantial level of ongoing income. It typically commits at least 80% of its capital to a broad spectrum of debt instruments, including related repurchase agreements, which Fidelity Management & Research Company LLC (the Adviser) has identified as having positive environmental, social, and governance (ESG) characteristics. Up to 20% of the portfolio may be invested in debt securities with ratings below investment grade, commonly known as high-yield or "junk" bonds. The advisor strategically diversifies investments across various asset classes, market segments, and maturity profiles.

Market snapshot

Symbol
FIAEX
Price
$9.33
Day change
+0.21%
Market cap
$59.2M
52-week range
9.21-9.55
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • Fidelity Sustainable Low Duration Bond Fund (FAPGX)
  • Fidelity Environmental Bond Fund (FFEBX)
  • Fidelity Global Credit Fund (FGBFX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • Fidelity Sustainable Multi-Asset Fund (FYMRX)
  • JAG Large Cap Growth Fund (JLGAX)
  • Live Oak Health Sciences Fund (LOGSX)
  • Paradigm Value Fund (PVFAX)

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