FSBD

Fidelity
AUM $13.1MER 0.36%NAV $47.77Holdings 356

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$46.24$48.40

Avg Volume

Dividend Yield

Expense Ratio

0.36%

AUM

$13.1M

Shares Outstanding

Sector Breakdown

SectorWeight %
Energy100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Fidelity
Category
Energy
Inception Date
Apr 19, 2022
Description
A core fixed income ETF that provides exposure to debt securities of all types believed to have positive environmental, social, governance (ESG) benefits.

Similar ETFs

SymbolNameAUM
XLEState Street Energy Select Sector SPDR ETF$39.93B
IUSBiShares Core Universal USD Bond ETF$36.56B
USHYiShares Broad USD High Yield Corporate Bond ETF$25.79B
FBNDFidelity Total Bond ETF$25.03B
VDEVanguard Energy ETF$13.20B

The FIDELITY SUSTAINABLE CORE PLUS BOND ETF (FSBD) is an exchange-traded fund issued by Fidelity that launched on Apr 19, 2022. It currently manages $13.1M in assets under management. The fund charges an expense ratio of 0.36%. The fund holds 356 securities in its portfolio. It falls under the Energy category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1CASH CF99.56%13,089,546$13.1M
2US DOLLAR0.23%29,795$30K
3NET OTHER ASSETS0.11%-1,978$14K
4ACRISURE HLDNGS INC SER A-2 PC0.02%103$3K
5EUR SPOT CC0.02%-1,978$-2290
6MODIVCARE TM B 1LN 07/01/20310.02%5,070$2K
7CANO HEALTH LLC0.01%134$2K
8DEL MONTE PIK TM TLA DIP 3/260.01%1,465$1K
9DEL M TM TLB DIP ROLLUP 03/260.01%1,918$2K
10ALLIAN 10%/10.5% PIK PREF PERP0.01%1,029$1K
11MODIVCARE TM DD 1LN 02/22/20260.00%568$550
12DEL TM 1LN SPPR FRST OUT 8/280.00%596$275
13DEL MONTE TM FLFO B PIK 08/280.00%172$79
14AMERICAN ROCK TM 1LN 06/12/280.00%-1,978$0
15AMERICAN RO TM 1LN DD 06/12/280.00%-1,978$0
Page 1 of 8

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
-0.67%
YTD
1Y
+1.95%
3Y
+0.64%
5Y
-4.61%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$48.40

Current Price

52-Week Low

$46.24

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFSBDEnergy(170 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.36%0.68%0.72%
AUM$13.1M$1.68B$1.48B
Dividend Yield4.21%11.21%
Avg Volume686.5K219.1K
Holdings356264161
Performance
1-Month Return-0.02%+2.23%
6-Month Return+16.41%-2.79%
YTD Return+15.57%-0.93%
1-Year Return+33.79%+4.59%

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