Fidelity Climate Action Fund Quote
| FCLZX Fund | USD 12.75 0.07 0.55% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Fidelity Climate is trading at 12.75 as of the 1st of December 2024; that is 0.55% up since the beginning of the trading day. The fund's open price was 12.68. Fidelity Climate has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fidelity Climate Action are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities of climate aware companies. Climate aware companies are those that Fidelity Management Research Company LLC believes are working to address climate change or its impacts either indirectly through their corporate strategy, or directly through the technology, services, or products they provide. More on Fidelity Climate Action
Moving together with Fidelity Mutual Fund
| 0.97 | FPURX | Fidelity Puritan | PairCorr |
| 0.97 | FPUKX | Fidelity Puritan | PairCorr |
| 0.67 | FQIFX | Fidelity Freedom Index | PairCorr |
| 0.96 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Climate Action [FCLZX] is traded in USA and was established 1st of December 2024. Fidelity Climate is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Fidelity Investments family. Fidelity Climate Action currently has accumulated 25.25 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.0%.
Check Fidelity Climate Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Climate Action Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Climate Action Mutual Fund Constituents
| CRM | Salesforce | Stock | Information Technology | |
| DSM | Bny Mellon Strategic | Fund | Asset Management | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| MS | Morgan Stanley | Stock | Financials | |
| MSCI | MSCI Inc | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Fidelity Climate Action Risk Profiles
| Mean Deviation | 0.6378 | |||
| Semi Deviation | 0.874 | |||
| Standard Deviation | 0.8839 | |||
| Variance | 0.7813 |
Fidelity Climate Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Climate financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Climate security.
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