Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Past performance is no guarantee of future results.
1. Source: Thompson Reuters, Fidelity Investments (FMR) as of April 2019.
Data as of June 2008 – June 2018.
Not intended to represent the performance of any Fidelity fund or funds.
Investment universe made up of top 1000 companies by market capitalization for each time period.
Filters include: 1.) companies that have 2 or more gender diversity corporate governance policies in place, according to Thomson Reuters data as of each historical period, and 2.) companies that are in the top ½ of female representation in senior management roles within each company’s sector according to Thompson Reuters data as of each historical period.
Average annual excess returns of 99 basis points (a basis point is one one-hundredth (1/100 or 0.01) of one percent) per year are equal-weighted returns relative to the sector-adjusted benchmark. Note that the benchmark was modified to avoid sector bias, such that each benchmark sector weighting was adjusted to equate to the sector weightings of companies that meet both of the diversity criteria above.
Because diversity metrics are typically reported in Corporate Social Responsibility (CSR) reports within six months after the end of a fiscal year, we post-date fiscal year data to the following June (e.g. June 2009 incorporates fiscal year 2008 data for all companies) to avoid any look-ahead bias.
Zero minimums generally apply to Fidelity share classes that previously required investment minimums of $10k or less and for stock and bond index fund classes that previously had minimums of up to $100 million. Some Fidelity mutual funds have minimum investment requirements. Other fees and expenses may apply to continued investment as described in the fund’s current prospectus. See the fund’s prospectus for details.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Investing involves risk, including risk of loss.
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