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Fidelity Advisor Sustainable Mlt-Ast CFYMCX

Performance (before sales charge)

As of 01/31/2024

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 12/31/2023
Stock
38.83%
Non-U.S. Stock
30.78%
Bond
26.98%
Non-U.S. Bond
1.93%
Preferred
0.01%
Convertible
0.02%
Cash
1.32%
Other
0.14%

Due to rounding, percentages may not equal 100%.

Sectors

As of 12/31/2023

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 12/31/2023

Fidelity U.S. Sustainability Index
27.92%
Fidelity Sustainable Cr Pl Bd
15.12%
Fidelity Sustainable International Eq
14.21%
Fidelity Intl Sustainability Idx
13.57%
Fidelity Sustainable U.S. Equity ETF
10.55%
Fidelity Inflation-Prot Bd Index
7.69%
Fidelity Long-Term Trs Bd Index
5.08%
Fidelity Sustainable Emerging Markets Eq
4.35%
Fidelity Sustainable Low Duration Bond
1.44%
Cash Offsets For Shorts & Derivatives
0.08%
Fund assets

$18.12 Million

Share class

C

Morningstar category

Moderate Allocation

Expense ratio

1.50%

Investment objective

Growth and Income

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