245 Summer Street,
Boston , MA, 02210
Boston , MA, 02210
Summary
The fund seeks to provide investment results that correspond to the total return of low volatility stocks by investing in companies in the United States.
The sub-adviser’s investment process starts from a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investable opportunities.
The research team focuses on companies in the Fidelity U. More
Link
Directors
Jan 12, 2024- ELIZABETH S ACTON
- ROBERT W HELM
- CHRISTINE THOMPSON
- JENNIFER TOOLIN MCAULIFFE
- CAROL J ZIERHOFFER
- JOHN ENGLER
- MARK A MURRAY
- ROBERT F GARTLAND
- JONATHAN CHIEL
- LAURA M BISHOP
- ANN E DUNWOODY
- ABIGAIL JOHNSON
- MICHAEL E KENNEALLY
- ARTHUR E JOHNSON
Chief Compliance Officer
- CHRISTOPHER GOUVEIA
Fund Manager(s)
- Louis Bottari
- Peter Matthew
- Robert Regan
- Payal Gupta
- Navid Sohrabi
Price
- 52-Week High/Low
- $22.88 - $17.51
- Turnover
- 49%
- Expense Ratio
- 0.11%
Company Name |
Holding |
| MICROSOFT CORP | 8.03 % |
| APPLE INC | 3.94 % |
| ELI LILLY and CO | 3.22 % |
| UNITEDHEALTH GROUP INC | 3.2 % |
| NVIDIA CORP | 3.14 % |
| HOME DEPOT INC | 2.74 % |
| JOHNSON and JOHNSON | 2.69 % |
| VISA INC | 2.66 % |
| PROCTER and GAMBLE CO | 2.55 % |
| ORACLE CORP | 2.18 % |
| More | 2.18 % |
Advisor
Documents
Performance
YTD
3.6%
3 Year
14.94%
5 Year
45.74%
Best
22.94%
2020
Worst
-14.38%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.3% | 2.8% | -4.1% | -0.9% | -17.5% | 11.8% | -1.1% | 5.9% | 5.6% | - |
| Q2 | -4% | 5.5% | -9.1% | 10.5% | 14.7% | 4.5% | 4.6% | 3.1% | 5.7% | -2.3% |
| Q3 | - | -3.7% | -6.8% | -3.2% | 6.2% | 2.6% | 7.6% | 3.4% | -1.1% | -1.3% |
| Q4 | - | 8.2% | 5.4% | 10.5% | 8% | 1.6% | -7.6% | 5.1% | 0.1% | 6.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.4% | 3.1% | 2.5% | -4.6% | - | - | - | - | - | - | - | - |
| 2023 | 2.2% | -3.2% | 4% | 2.7% | -2.4% | 5.2% | 1% | -0.6% | -4.1% | 0.5% | 7.4% | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 13% | -14% | 17% | 8% | 23% | 1% | 19% | 11% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FSUVX | 4% | 13% | -14% | 17% | 8% | 23% | 1% | 19% | 11% | - |
| Russell 3000 Index | - | - | -21% | 24% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 4% | 13% | 6% | -7% | -10% | -6% | 8% | 0% | 0% | - |