Strategic Advisers U.S. Total Stock Fund

Shareclass

Strategic Advisers U.S. Total Stock (FSAKX)

Type

Open-end mutual fund

Manager

WARNING: Carbon footprint data is no longer being updated.

As of 2023, we are no longer updating fund carbon footprint data. This is due to a lack of access to regularly-updated company-level carbon footprint data. We are looking into whether we can find a new source for this data. Until then, all fund carbon footprint data should be considered out of date.

Sorry, we don't have a carbon footprint for this fund.

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Strategic Advisers U.S. Total Stock Fund FSAKX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on FSAKX at Morningstar.com

Current fund

FSAKX

Strategic Advisers U.S. Total Stock Fund

Family

Fidelity Investments

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.12% less in annualized returns

Less invested in fossil fuels

0.94% less invested

Higher fossil finance risk score

3 points higher

Lower fossil insurance risk score

4 points lower

Less invested in Clean200

4.63% less invested

Current fund

FSAKX

Strategic Advisers U.S. Total Stock Fund

Family

Fidelity Investments

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.12% less in annualized returns

Less invested in fossil fuels

0.94% less invested

Higher fossil finance risk score

3 points higher

Lower fossil insurance risk score

4 points lower

Less invested in Clean200

4.63% less invested

Current fund

FSAKX

Strategic Advisers U.S. Total Stock Fund

Family

Fidelity Investments

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.12% less in annualized returns

Less invested in fossil fuels

0.94% less invested

Higher fossil finance risk score

3 points higher

Lower fossil insurance risk score

4 points lower

Less invested in Clean200

4.63% less invested

Month-end trailing returns

Performance as of date: 9/30/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
FSAKX - Strategic Advisers U.S. Total Stock Fund

37%

12%

17%

13%

7.31%

Benchmark

36%

12%

16%

13%

8.26%

Fund compared to benchmark

0.89%

0.17%

0.65%

-0.12%

0.94% lower

Find more financial data on FSAKX at Morningstar.com

What's next?

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Recent blog posts

What to do if your bank is financing the climate crisis

Aug 27, 2024

Despite clear evidence and global consensus of the need to shift away from fossil fuels because of climate change, the fossil fuel industry continues to expand production and roll back environmental commitments. This expansion is facilitated by financing from the world’s largest banks.

The Earth has set heat records for 13 straight months - but Big Banks continue to finance fossil fuel expansion

Jul 25, 2024

If your 401(k), IRA, or mutual funds are invested in banks that finance fossil fuels, it could impact your financial returns. We've updated our Fossil Fuel Finance ratings to use the most recent data on bank financial commitments to fossil fuels.

Is Your 401(k) Invested in Bomb Makers?

Jun 18, 2024

When you think about your 401(k), you probably imagine your money working hard towards your secure and comfortable retirement. But 401(k)s have big holdings in companies that make bombs and missiles - including nuclear weapons, cluster bombs, and other arms prohibited by international treaties.

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.
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WARNING: Carbon footprint data is no longer being updated.

Carbon footprintof all the companies in the portfolio.

Environment

Social

Disclaimer: As You Sow is not an investment adviser