Fidelity Sustainable Multi-Asset Fund (FYMRX) Research
This fund primarily allocates at least 80% of its capital to other Fidelity investment vehicles, including mutual funds and exchange-traded funds (ETFs). These underlying investments target companies identified by the Adviser as demonstrating strong or improving environmental, social, and governance (ESG) practices, or they track ESG-focused indices. The fund employs a balanced asset allocation model, directing 70% of its total assets into Fidelity-branded U.S. and international equity mutual funds and ETFs, with the remaining 30% invested in Fidelity bond mutual funds and ETFs.
Market snapshot
- Symbol
- FYMRX
- Price
- $13.02
- Day change
- +1.09%
- Market cap
- $48.4M
- 52-week range
- 10.92-13.03
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Adirondack Small Cap Fund (ADKSX)
- ATAC Rotation Fund (ATACX)
- Fidelity Sustainable Low Duration Bond Fund (FAPGX)
- Fidelity Sustainable Core Plus Bond Fund (FIAEX)
- Nuveen Large Cap Select Fund (FLRYX)
- Fidelity Sustainability U.S. Equity Fund (FSEBX)
- Janus Henderson Global Sustainable Equity Fund (JEGRX)
- Monetta Young Investor Growth Fund (MYIFX)
Open Fidelity Sustainable Multi-Asset Fund (FYMRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.