Fidelity U.S. Sustainability Index Fund (FITLX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.07: the stock has moved about 7% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity U.S. Sustainability Index Fund (FITLX) trades at $34.83. Fidelity U.S. Sustainability Index Fund (FITLX) aims to replicate the performance of the MSCI USA ESG Leaders Index. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for FITLX: FITLX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity U.S. Sustainability Index Fund (FITLX) Financial Services Profile
Fidelity U.S. Sustainability Index Fund (FITLX) provides investors exposure to U.S. large- and mid-cap companies with strong ESG profiles, tracking the MSCI USA ESG Leaders Index. The fund offers a passively managed approach to sustainable investing, focusing on companies demonstrating leadership in environmental, social, and governance factors within their respective sectors.
What Is the Investment Thesis for FITLX?
Fidelity U.S. Sustainability Index Fund (FITLX) presents an investment opportunity for those seeking exposure to U.S. equities with a focus on ESG factors. The fund's primary value driver is its ability to track the MSCI USA ESG Leaders Index, offering a passively managed approach to sustainable investing. With a market capitalization of $5.22 billion, FITLX provides exposure to a diversified portfolio of large- and mid-cap companies recognized for their strong ESG performance. A potential growth catalyst is the increasing investor demand for sustainable investment options, which could drive inflows into ESG-focused funds like FITLX. However, investors may want to evaluate the fund's beta of 1.07, indicating a slightly higher volatility compared to the market. The absence of dividend yield may also be a factor for income-seeking investors.
Based on FMP financials and quantitative analysis
FITLX Key Highlights
Market capitalization of $5.22 billion, indicating a substantial asset base.
- Beta of 1.07, suggesting a slightly higher volatility compared to the broader market.
- Investment strategy focused on replicating the MSCI USA ESG Leaders Index, providing exposure to U.S. companies with strong ESG profiles.
- Passively managed approach, aiming to track the index's performance efficiently.
- No dividend yield, which may be a consideration for income-focused investors.
Who Are FITLX's Competitors?
FITLX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FCPVX Fidelity Small Cap Value Fund | $20.76 | +1.12% | $4.55B | — |
| FEGIX First Eagle Gold Fund | $60.24 | +0.50% | $5.09B | — |
| FGRTX Fidelity Mega Cap Stock Fund | $34.31 | +0.59% | $6.85B | — |
| HRAUX Carillon Eagle Mid Cap Growth Fund | $76.37 | +1.23% | $4.16B | — |
| PARWX Parnassus Endeavor Fund | $63.91 | +0.52% | $5.12B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FITLX's Key Strengths?
Strong brand recognition and reputation of Fidelity Investments.
- Passively managed approach offering cost-effective investment solution.
- Focus on ESG factors aligning with growing investor demand for sustainable investments.
- Diversified portfolio of U.S. large- and mid-cap companies.
What Are FITLX's Weaknesses?
Limited potential for outperformance compared to actively managed ESG funds.
- Dependence on the performance of the MSCI USA ESG Leaders Index.
- Lack of dividend yield may deter income-seeking investors.
- Beta of 1.07 indicates slightly higher volatility than the market.
What Are the Key Risks for FITLX?
Market volatility may impact the fund's performance.
- Changes in the MSCI USA ESG Leaders Index methodology.
- Competition from other ESG-focused funds.
- Risk of greenwashing or misrepresentation of ESG practices by portfolio companies.
What Are FITLX's Competitive Advantages?
- Established brand reputation of Fidelity Investments.
- Passive investment strategy providing cost efficiency.
- Focus on ESG factors aligning with growing investor demand.
What Does FITLX Do?
Fidelity U.S. Sustainability Index Fund (FITLX) is designed to provide investors with a portfolio that reflects the performance of U.S. companies demonstrating strong environmental, social, and governance (ESG) practices. The fund operates by investing at least 80% of its assets in securities included in the MSCI USA ESG Leaders Index. This index represents the performance of large- to mid-capitalization U.S. companies that exhibit high ESG performance relative to their sector peers, as evaluated by MSCI ESG Research. The fund offers a passively managed approach, aiming to replicate the index's returns while adhering to its sustainability criteria. By focusing on ESG leaders, FITLX seeks to provide investors with a way to align their investments with their values, potentially contributing to positive environmental and social outcomes while participating in the financial performance of leading U.S. companies. The fund's investment strategy involves selecting companies that demonstrate leadership in areas such as environmental stewardship, social responsibility, and corporate governance, as assessed by MSCI ESG Research's ratings and analysis. FITLX offers investors a diversified portfolio of U.S. equities with a focus on sustainability, providing exposure to companies that are recognized for their commitment to ESG principles.
What Products and Services Does FITLX Offer?
- Invests primarily in securities included in the MSCI USA ESG Leaders Index.
- Tracks the performance of large- to mid-capitalization U.S. companies with high ESG performance.
- Focuses on companies demonstrating leadership in environmental stewardship.
- Prioritizes companies with strong social responsibility practices.
- Emphasizes companies with robust corporate governance structures.
- Offers a passively managed approach to sustainable investing.
- Provides investors with exposure to a diversified portfolio of ESG leaders.
How Does FITLX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to replicate the performance of the MSCI USA ESG Leaders Index.
- Attracts investors seeking sustainable investment options.
What Industry Does FITLX Operate In?
Fidelity U.S. Sustainability Index Fund (FITLX) operates within the asset management industry, specifically targeting the growing segment of sustainable and ESG investing. The market for ESG funds has seen significant growth in recent years, driven by increasing investor awareness of environmental and social issues. FITLX competes with other ESG-focused funds, such as FCPVX, FEGIX, FGRTX, HRAUX, and PARWX, as well as broader market index funds. The fund's success depends on its ability to attract investors seeking to align their investments with their values while achieving competitive returns.
Who Are FITLX's Key Customers?
- Individual investors interested in ESG investing.
- Institutional investors with sustainability mandates.
- Financial advisors seeking ESG-focused investment solutions.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FITLX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand recognition and reputation of Fidelity Investments.
- Passively managed approach offering cost-effective investment solution.
- Focus on ESG factors aligning with growing investor demand for sustainable investments.
- Diversified portfolio of U.S. large- and mid-cap companies.
Bear Case
- Limited potential for outperformance compared to actively managed ESG funds.
- Dependence on the performance of the MSCI USA ESG Leaders Index.
- Lack of dividend yield may deter income-seeking investors.
- Beta of 1.07 indicates slightly higher volatility than the market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FITLX Latest News
No recent news available for FITLX.
FITLX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FITLX.
Price Targets
Wall Street price target analysis for FITLX.
FITLX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FITLX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Fidelity U.S. Sustainability Index Fund (FITLX) — Financials
What does Fidelity U.S. Sustainability Index Fund do?
Fidelity U.S. Sustainability Index Fund (FITLX) is designed to track the performance of the MSCI USA ESG Leaders Index. The fund invests primarily in U.S. large- and mid-cap companies that demonstrate strong environmental, social, and governance (ESG) practices relative to their sector peers.
What do analysts say about FITLX stock?
S. Sustainability Index Fund (FITLX). Generally, analysts covering ESG-focused funds consider factors such as the fund's ability to track its benchmark index, its expense ratio, and its exposure to companies with strong ESG profiles.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and existing AI insights.