Fidelity International Sustainability Index Fund

Shareclass
Fidelity Intl Sustainability Idx (FNIDX)
Type
Open-end mutual fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$10.89 MILLION
Prison industrial complex
8
flagged holdings
2.27%
of assets flagged
Data as of 30 Sep 2024
Flagged investments:
$10.89 MILLION, 2.27% of assets
Higher risk:
$848,254, 0.18% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$6.05M
invested
1.26%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
6
holdings
$10.07M
invested
2.1%
of portfolio
All flagged holdings
8 holdings
8 holdings
  • 1.  
    HSBC Holdings PLC
    Prison industryBorder industry
    $5.23M
    1.09%
  • 2.  
    RELX PLC
    Border industry
    $2.77M
    0.58%
  • 3.  
     Thomson Reuters Corp
    Border industry
    $848,254
    0.18%
  • 4.  
    NEC Corp
    Border industry
    $743,561
    0.15%
  • 5.  
    Chocoladefabriken Lindt & Spruengli AG
    Prison industry
    $438,282
    0.09%
Higher risk
Private prison operator
See all
Fidelity International Sustainability Index Fund $FNIDX is 2.27% ($10.89 MILLION) invested in companies with prison involvement
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on FNIDX at Morningstar.com
Current fund
FNIDX
Fidelity International Sustainability Index Fund
Family
Fidelity Investments
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.29% less in annualized returns
Less invested in private prison operators 
0.03% less invested
Less invested in higher risk companies, prison industry 
0.07% less invested
Less invested in higher risk companies, border industry 
0.28% less invested
Less invested in higher risk companies 
0.35% less invested
More invested in all screened prison industry companies 
0.19% more invested
More invested in all screened border industry companies 
0.22% more invested
More invested in all screened companies 
0.05% more invested
Current fund
FNIDX
Fidelity International Sustainability Index Fund
Family
Fidelity Investments
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.29% less in annualized returns
Less invested in private prison operators 
0.03% less invested
Less invested in higher risk companies, prison industry 
0.07% less invested
Less invested in higher risk companies, border industry 
0.28% less invested
Less invested in higher risk companies 
0.35% less invested
More invested in all screened prison industry companies 
0.19% more invested
More invested in all screened border industry companies 
0.22% more invested
More invested in all screened companies 
0.05% more invested
Current fund
FNIDX
Fidelity International Sustainability Index Fund
Family
Fidelity Investments
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
-0.29% less in annualized returns
Less invested in private prison operators 
0.03% less invested
Less invested in higher risk companies, prison industry 
0.07% less invested
Less invested in higher risk companies, border industry 
0.28% less invested
Less invested in higher risk companies 
0.35% less invested
More invested in all screened prison industry companies 
0.19% more invested
More invested in all screened border industry companies 
0.22% more invested
More invested in all screened companies 
0.05% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
FNIDX - Fidelity International Sustainability Index Fund
24%
0.05%
5.28%
/
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
23%
1.44%
5.57%
4.64%
0.03% 
Fund compared to benchmark
 
0.33%
-1.39%
-0.29%
/
0.03%  lower
Find more financial data on FNIDX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer