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Fidelity Advisor Sustainable Mlt-Ast CFYMCX

Performance (before sales charge)

As of 06/30/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 05/31/2024
Stock
42.15%
Non-U.S. Stock
32.75%
Bond
22.48%
Non-U.S. Bond
1.25%
Preferred
0.01%
Convertible
0.02%
Cash
1.17%
Other
0.17%

Due to rounding, percentages may not equal 100%.

Sectors

As of 05/31/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 05/31/2024

Fidelity U.S. Sustainability Index
29.31%
Fidelity Sustainable International Eq
15.36%
Fidelity Intl Sustainability Idx
13.57%
Fidelity Sustainable Cr Pl Bd
12.75%
Fidelity Sustainable U.S. Equity ETF
12.41%
Fidelity Inflation-Prot Bd Index
7.30%
Fidelity Sustainable Emerging Markets Eq
5.38%
Fidelity Long-Term Trs Bd Index
2.73%
Fidelity Sustainable Low Duration Bond
1.16%
Cash
0.05%
Fund assets

$24.46 Million

Share class

C

Morningstar category

Moderate Allocation

Expense ratio

1.50%

Investment objective

Growth and Income

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