FIDELITY SUMMER STREET TRUST
About this Fund
Fidelity Summer Street Trust is a renowned mutual fund company that specializes in providing a wide range of investment solutions to cater to the diverse needs of its clients. As a leading player in the asset management industry, the company offers an extensive array of mutual funds across various categories, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their financial goals and risk tolerance. With a strong focus on wealth management, Fidelity Summer Street Trust empowers investors to achieve their long-term objectives through systematic investment plans, or SIPs, which enable them to invest a fixed amount of money at regular intervals, thereby promoting disciplined investing and helping to reduce the impact of market volatility. The company's investment approach is centered around a rigorous research-driven process, which involves a team of experienced professionals who conduct thorough analysis and due diligence to identify high-quality investment opportunities that have the potential to deliver strong returns over the long term. Fidelity Summer Street Trust's equity funds, for instance, invest in a broad range of sectors and industries, from large-cap and mid-cap stocks to small-cap and international equities, providing investors with access to a diverse universe of investment opportunities. On the other hand, its debt funds offer a low-risk investment option, focusing on high-quality bonds and other fixed-income securities that provide regular income and relatively lower volatility. The company's hybrid funds, which combine elements of both equity and debt, cater to investors seeking a balanced portfolio with a mix of growth and income. Fidelity Summer Street Trust's key strengths lie in its ability to provide investors with a high level of transparency, flexibility, and customization, allowing them to tailor their investment portfolios to meet their unique needs and preferences. The company's experienced team of investment professionals, backed by a robust infrastructure and state-of-the-art technology, works closely with clients to understand their investment objectives and risk appetite, providing personalized guidance and support throughout the investment journey. As a result, investors have come to trust Fidelity Summer Street Trust for its unwavering commitment to delivering exceptional investment outcomes, its strong track record of performance, and its unrelenting focus on putting the needs of its clients first. By leveraging its expertise and resources, the company has established itself as a trusted partner for investors seeking to achieve their financial goals, whether it is saving for retirement, funding a child's education, or building wealth over the long term. With its comprehensive range of mutual funds and wealth management solutions, Fidelity Summer Street Trust is well-positioned to meet the evolving needs of investors in an ever-changing market landscape.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | BMI BADGER METER INC Since 2026-05-10 | 056525108 | Equity (Common) |
0.64%
|
$1.12 | 7,369 |
| 2 | ECL ECOLAB INC Since 2026-05-10 | 278865100 | Equity (Common) |
1.87%
|
$3.26 | 10,560 |
| 3 | EMR EMERSON ELECTRIC CO Since 2026-05-10 | 291011104 | Equity (Common) |
1.32%
|
$2.30 | 15,280 |
| 4 | ERII ENERGY RECOVERY INC Since 2026-05-10 | 29270J100 | Equity (Common) |
0.07%
|
$0.13 | 12,397 |
| 5 | KBR KBR INC Since 2026-05-10 | 48242W106 | Equity (Common) |
2.30%
|
$4.01 | 95,046 |
| 6 | VMI VALMONT INDUSTRIES INC Since 2026-05-10 | 920253101 | Equity (Common) |
2.41%
|
$4.21 | 9,150 |
| 7 | WTS WATTS WATER TECHNOLOGIES INC Since 2026-05-10 | 942749102 | Equity (Common) |
4.88%
|
$8.51 | 25,889 |
| 8 | XYL XYLEM INC Since 2026-05-10 | 98419M100 | Equity (Common) |
2.61%
|
$4.56 | 35,162 |
| 9 | ITT ITT INC Since 2026-05-10 | 45073V108 | Equity (Common) |
1.47%
|
$2.56 | 12,671 |
| 10 | WTTR SELECT WATER SOLUTIONS INC Since 2026-05-10 | 81617J301 | Equity (Common) |
0.51%
|
$0.88 | 64,518 |
| 11 | IR INGERSOLL RAND INC Since 2026-05-10 | 45687V106 | Equity (Common) |
3.28%
|
$5.71 | 60,712 |
| 12 | PNR PENTAIR PLC Since 2026-05-10 | N/A | Equity (Common) |
5.58%
|
$9.72 | 98,046 |
| 13 | MEG MONTROSE ENVIRONMENTAL GROUP INC Since 2026-05-10 | 615111101 | Equity (Common) |
1.26%
|
$2.19 | 75,123 |