Fidelity Water Sustainability
Boston, MA 02109
82 Devonshire Street
Fidelity Summer Street Trust
Management information
,Lead manager since 29 June 2023
Brian Aronson is the Portfolio Manager of Fidelity® Water Sustainability Fund, which he has managed since 2023. He also manages other funds. Since joining Fidelity Investments in 2022, Mr. Aronson has worked as a research analyst and portfolio manager. Prior to joining the firm, Mr. Aronson served as a research analyst at Columbia Threadneedle Investments from 2011 to 2022.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryNatural Resources
Fund familyFidelity Investments
Net assets99.44M
YTD return8.49%
Yield0.39%
Morningstar rating★★★
Inception date15 Apr 2020
Fund operations
Last dividend0.07
Last cap gain-5.00
Holdings turnover54.00%
Average for categoryN/A
Fees and expenses
ExpenseFLOWXCategory average
Annual report expense ratio (net)0.93%1.11%
Prospectus net expense ratio0.93%N/A
Prospectus gross expense ratio0.93%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.92%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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