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Morningstar

Fidelity Overseas FOSFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 63.02  /  +0.10 %
  • Total Assets 10.3 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.95%
  • Turnover 34%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FOSFX

Will FOSFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOSFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FOSFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FOSFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unique manager makes for an appealing option.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Fidelity Overseas is overseen by a top-flight manager who employs a sensible, quality-first approach to investing in international markets. This remains one of the better options in the foreign large growth Morningstar Category.

by Jack Shannon
Rated on Published on

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Portfolio Holdings FOSFX

More FOSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

4.11 410.0 Mil
Technology

Novo Nordisk A/S Class B

3.39 337.9 Mil
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

2.45 244.7 Mil
Consumer Cyclical

AstraZeneca PLC

2.20 219.1 Mil
Healthcare

SAP SE

2.17 216.0 Mil
Technology

RELX PLC

2.14 213.2 Mil
Industrials

Safran SA

1.97 196.4 Mil
Industrials

Wolters Kluwer NV

1.96 195.5 Mil
Industrials

Tokio Marine Holdings Inc

1.93 192.4 Mil
Financial Services

Shin-Etsu Chemical Co Ltd

1.85 184.6 Mil
Basic Materials