Fidelity Sustainable Multi-Asset Fund (FYMRX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Sustainable Multi-Asset Fund (FYMRX) with AI Score 44/100 (Weak). Fidelity Sustainable Multi-Asset (FYMRX) is a fund that invests in other Fidelity funds, including mutual funds and ETFs. Market cap: 0, Sector: Unknown.
Last analyzed: Mar 15, 2026Fidelity Sustainable Multi-Asset Fund (FYMRX) Business Overview & Investment Profile
Fidelity Sustainable Multi-Asset (FYMRX) allocates assets to underlying Fidelity funds, emphasizing investments in companies demonstrating strong or improving ESG profiles and ESG-indexed funds. With a 70/30 split between equity and bond funds, FYMRX offers a diversified approach within the sustainable investing landscape, leveraging Fidelity's fund offerings.
Investment Thesis
Fidelity Sustainable Multi-Asset (FYMRX) presents an investment opportunity for those seeking exposure to sustainable investments through a diversified fund-of-funds approach. The fund's allocation strategy, with 70% in equity and 30% in bonds, provides a balance between growth potential and risk mitigation. A key driver is the increasing investor interest in ESG-focused investments, which could lead to greater demand for FYMRX. However, the fund's performance is dependent on the performance of the underlying Fidelity funds, and any underperformance in these funds could negatively impact FYMRX's returns. The beta of 1.00 indicates that the fund's volatility is similar to the overall market.
Based on FMP financials and quantitative analysis
Key Highlights
- Invests at least 80% of assets in Fidelity funds that focus on issuers with proven or improving ESG practices.
- Allocates 70% of assets to underlying Fidelity U.S. and international equity funds and ETFs.
- Allocates 30% of assets to underlying Fidelity bond funds and ETFs.
- Employs a neutral asset allocation strategy.
- Beta of 1.00 suggests market-average volatility.
Strengths
- Focus on sustainable investing.
- Diversified asset allocation strategy.
- Access to Fidelity's extensive fund offerings.
- Strong brand reputation of Fidelity.
Weaknesses
- Performance dependent on underlying Fidelity funds.
- Potential for overlap with other ESG funds.
- Limited control over the ESG practices of underlying companies.
Catalysts
- Ongoing: Increasing investor demand for ESG-focused investments driving inflows.
- Ongoing: Fidelity's continued development and launch of new ESG funds.
- Ongoing: Growing adoption of ESG indices by institutional investors.
Risks
- Potential: Economic downturn impacting asset values and investor sentiment.
- Potential: Changes in ESG regulations or standards affecting investment strategies.
- Ongoing: Increased competition from other ESG funds.
- Ongoing: Underperformance of underlying Fidelity funds impacting overall returns.
Growth Opportunities
- Increased Investor Demand for ESG Investments: The rising awareness and demand for sustainable and responsible investing are creating a significant growth opportunity for FYMRX. As more investors seek to align their investments with their values, the fund's focus on ESG practices could attract substantial inflows. The global ESG assets are projected to reach over $50 trillion by 2025, indicating a substantial market opportunity. Timeline: Ongoing.
- Expansion of ESG-Focused Fidelity Funds: Fidelity's continued development and launch of new ESG-focused funds will provide FYMRX with a broader range of investment options. This will allow the fund to further refine its asset allocation strategy and potentially enhance its performance. The expansion of Fidelity's ESG offerings is expected to continue over the next several years. Timeline: Ongoing.
- Growing Adoption of ESG Indices: The increasing adoption of ESG indices by institutional investors creates an opportunity for FYMRX to allocate more assets to Fidelity index funds that track these indices. This can provide a cost-effective way to gain exposure to a broad range of ESG-compliant companies. The adoption of ESG indices is expected to continue to grow as investors seek to benchmark their ESG performance. Timeline: Ongoing.
- Enhanced ESG Data and Analytics: Improvements in ESG data and analytics are enabling more accurate and comprehensive assessments of companies' sustainability practices. This allows FYMRX to make more informed investment decisions and identify companies with genuine ESG leadership. The quality and availability of ESG data are expected to continue to improve in the coming years. Timeline: Ongoing.
- Strategic Partnerships and Collaborations: Fidelity could pursue strategic partnerships and collaborations with other organizations to enhance its ESG expertise and expand its reach in the sustainable investing market. This could involve partnering with ESG research providers, non-profit organizations, or other asset managers. Such partnerships could provide FYMRX with access to new insights and investment opportunities. Timeline: Ongoing.
Opportunities
- Growing demand for ESG investments.
- Expansion of Fidelity's ESG fund offerings.
- Increasing adoption of ESG indices.
- Strategic partnerships and collaborations.
Threats
- Economic downturn impacting asset values.
- Changes in ESG regulations or standards.
- Increased competition from other ESG funds.
- Underperformance of underlying Fidelity funds.
Competitive Advantages
- Brand Reputation: Fidelity has a strong brand reputation and a long track record in the asset management industry.
- Scale: Fidelity's large scale provides economies of scale and access to a wide range of investment resources.
- Distribution Network: Fidelity has a well-established distribution network, including direct channels and partnerships with financial advisors.
About FYMRX
Fidelity Sustainable Multi-Asset (FYMRX) is a fund managed by Fidelity Investments. The fund's core strategy involves investing at least 80% of its assets in other Fidelity funds, including both mutual funds and exchange-traded funds (ETFs). A key focus of FYMRX is sustainability, with investments directed towards companies that the Adviser believes have proven or are improving their sustainability practices. These practices are evaluated based on the company's environmental, social, and governance (ESG) profile. The fund also invests in Fidelity index funds that track an ESG index. The fund employs a neutral asset allocation strategy, allocating approximately 70% of its assets to underlying Fidelity U.S. and international equity mutual funds and ETFs. The remaining 30% is allocated to underlying Fidelity bond mutual funds and ETFs. This diversified approach aims to provide investors with exposure to a range of asset classes while maintaining a focus on sustainable investing principles. FYMRX aims to provide a balanced approach to sustainable investing, combining equity and fixed-income exposure through a diversified portfolio of Fidelity funds.
What They Do
- Invests primarily in other Fidelity mutual funds and ETFs.
- Focuses on funds that invest in companies with strong or improving ESG practices.
- Allocates approximately 70% of assets to equity funds.
- Allocates approximately 30% of assets to bond funds.
- Employs a neutral asset allocation strategy.
- Provides investors with diversified exposure to sustainable investments.
Business Model
- Generates revenue through management fees charged on assets under management (AUM).
- Benefits from increased AUM due to positive fund performance and investor inflows.
- Leverages Fidelity's existing fund infrastructure and investment expertise.
Industry Context
Fidelity Sustainable Multi-Asset (FYMRX) operates within the broader asset management industry, specifically targeting the growing segment of sustainable and ESG-focused investing. The fund's strategy of investing in other Fidelity funds positions it as a diversified solution within the sustainable investment landscape. As investor awareness and demand for ESG investments increase, funds like FYMRX are poised to capture a share of this growing market. The competitive landscape includes other multi-asset funds with an ESG focus, as well as individual ESG-focused equity and bond funds.
Key Customers
- Individual investors seeking sustainable investment options.
- Financial advisors looking for diversified ESG solutions for their clients.
- Institutional investors with ESG mandates.
Financials
Chart & Info
Fidelity Sustainable Multi-Asset Fund (FYMRX) stock price: Price data unavailable
Latest News
No recent news available for FYMRX.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FYMRX.
Price Targets
Wall Street price target analysis for FYMRX.
MoonshotScore
What does this score mean?
The MoonshotScore rates FYMRX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry UnknownFYMRX Unknown Stock FAQ
What does Fidelity Sustainable Multi-Asset do?
Fidelity Sustainable Multi-Asset (FYMRX) is a fund that invests in a diversified portfolio of other Fidelity funds, with a focus on sustainability. It allocates approximately 70% of its assets to equity funds and 30% to bond funds, all within the Fidelity family. The fund targets companies with strong or improving environmental, social, and governance (ESG) practices, aiming to provide investors with exposure to sustainable investments through a convenient and diversified fund-of-funds approach, leveraging Fidelity's expertise and resources.
What do analysts say about FYMRX stock?
As of 2026-03-15, there is no specific analyst coverage available for FYMRX as it is a mutual fund, not a publicly traded stock. Performance is evaluated based on its ability to meet its stated investment objectives, which include sustainable investing and diversification. Investors should monitor the fund's performance relative to its benchmark and peer group, as well as its expense ratio and overall risk profile. The fund's beta of 1.00 indicates market-average volatility.
What are the main risks for FYMRX?
The main risks for FYMRX include the performance of the underlying Fidelity funds in which it invests. If these funds underperform, FYMRX's returns will be negatively impacted. Additionally, changes in ESG regulations or standards could affect the fund's investment strategy. General market risks, such as economic downturns and interest rate fluctuations, can also impact the fund's performance. Increased competition from other ESG funds could also put pressure on FYMRX's ability to attract and retain assets.
What are the key factors to evaluate for FYMRX?
Fidelity Sustainable Multi-Asset Fund (FYMRX) currently holds an AI score of 44/100, indicating low score. Key strength: Focus on sustainable investing.. Primary risk to monitor: Potential: Economic downturn impacting asset values and investor sentiment.. This is not financial advice.
How frequently does FYMRX data refresh on this page?
FYMRX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven FYMRX's recent stock price performance?
Recent price movement in Fidelity Sustainable Multi-Asset Fund (FYMRX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Focus on sustainable investing.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider FYMRX overvalued or undervalued right now?
Determining whether Fidelity Sustainable Multi-Asset Fund (FYMRX) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying FYMRX?
Before investing in Fidelity Sustainable Multi-Asset Fund (FYMRX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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
Data provided for informational purposes only.
- The information provided is based on the available source data and is intended for informational purposes only. It does not constitute investment advice.