Fidelity Sustainable Multi-Asset Fund
FYMRX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 02109 Boston MA United States of America 02109
- IPO Date
- Feb 10, 2022
- CIK
- 0000354046
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Fidelity Sustainable Multi-Asset Fund (FYMRX) is an actively managed open-end mutual fund offered by Fidelity Investments that seeks long-term capital appreciation by investing across multiple asset classes with a focus on environmental, social, and governance (ESG) criteria. The fund allocates assets primarily to equities, fixed income securities, commodities, and alternatives, including U.S. and international stocks, investment-grade and high-yield bonds, emerging market debt, inflation-protected securities, and real assets such as real estate investment trusts and infrastructure; it employs sustainable screening to favor companies demonstrating strong ESG practices while aiming for competitive risk-adjusted returns. Fidelity Investments, founded in 1946 and headquartered in Boston, Massachusetts, serves as the investment manager, with the fund operating globally across developed and emerging markets to target institutional and retail investors seeking diversified, responsible portfolios. The fund's core offerings include a multi-asset strategy blending growth and income generation through tactical asset allocation, ESG-integrated security selection, and derivatives for risk management and efficiency; specific exposures encompass large-cap and small-cap equities, corporate and sovereign bonds, commodity futures, and opportunistic alternatives, with a benchmark tied to a blend of indices like the MSCI ACWI and Bloomberg U.S. Aggregate Bond Index adjusted for sustainability. Geographically, it invests worldwide, with significant positions in North America, Europe, Asia-Pacific, and emerging regions, catering to customers prioritizing impact alongside performance in retirement plans, taxable accounts, and advisory platforms. In recent developments, the fund maintained its commitment to sustainable investing amid market volatility, with no major structural changes such as mergers, name alterations, or significant portfolio shifts reported in the last two years; Fidelity Investments enhanced its broader ESG capabilities through internal platform upgrades and continued emphasis on climate risk integration in 2024-2025, aligning with regulatory trends like SEC sustainability disclosures. The fund benefited from Fidelity's strategic expansions in responsible investing, including new tools for ESG data analytics and advisor support, reinforcing its position within Fidelity's suite of over 400 mutual funds and ETFs. No notable acquisitions, partnerships, or funding events specific to FYMRX occurred recently, underscoring operational stability under lead portfolio management.