Thematic investing: Outcome-oriented

Fidelity's outcome-oriented mutual funds and ETFs are designed to fulfill a specific objective within a portfolio which may help you weather long-term market changes and trends.


Outcome-oriented investing with Fidelity

Fidelity’s outcome-oriented investments help investors address specific portfolio needs–such as lower volatility of returns or potential for protection against rising inflation.

Reducing downside risk can potentially improve returns over time by preserving the amount of capital that can compound in up markets.

Even modest levels of inflation have the potential to erode purchasing power over time.

Fidelity's outcome-oriented funds

Learn about our outcome-oriented funds and how they are invested.



Mutual funds

Fidelity® US Low Volatility Equity Fund (FULVX) NEW

Helps minimize volatility risk in down markets with the potential to benefit in growth markets.

Fidelity® Infrastructure Fund (FNSTX) NEW

Offers exposure to companies engaged in infrastructure activities (e.g., toll roads, pipelines, and cell towers) and the potential for above-average dividend yields.

Fidelity® Global Commodity Stock Fund (FFGCX)

Focuses on commodity producers across the energy, metals, and agriculture industries, worldwide.

Fidelity® Natural Resources Fund (FNARX)

Invests primarily in companies that own or develop natural resources, or supply goods and services to such companies.

Fidelity® Strategic Real Return Fund (FSRRX)

Focuses on security types that help provide real (inflation-adjusted) returns to help as a hedge against inflation over time.

ETFs

Fidelity® Dividend ETF for Rising Rates (FDRR)

Focuses on dividend paying companies that are expected to continue to pay and grow their dividends and have a positive correlation to rising rates.

Fidelity® Low Volatility Factor ETF (FDLO)

Seeks to invest in companies that have lower volatility than the broader market.

Fidelity® Stocks for Inflation ETF (FCPI) NEW

Provides core US stock exposure emphasizing sectors and industries that have historically outperformed in periods of rising inflation.

Thought leadership

Thematic investing: What is it, how should investors think about it?
Gain insights into Fidelity’s 5 different thematic categories. Learn how thematic investing can help you align your views on how the world is changing, the risks and opportunities you see in the market, or your values with your portfolio.

Next steps

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