Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Fidelity Advisor Worldwide M FWTFX
- NAV / 1-Day Return 33.83 / −0.65 %
- Total Assets 3.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.180%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.36%
- Turnover 114%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FWTFX
Will FWTFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 6.51 | 213.2 Mil | Technology |
Microsoft Corp | 5.15 | 168.7 Mil | Technology |
Meta Platforms Inc Class A | 4.76 | 155.9 Mil | Communication Services |
Amazon.com Inc | 4.17 | 136.5 Mil | Consumer Cyclical |
Eaton Corp PLC | 3.60 | 117.9 Mil | Industrials |
Fiserv Inc | 3.57 | 116.9 Mil | Technology |
Eli Lilly and Co | 3.54 | 115.9 Mil | Healthcare |
Micron Technology Inc | 2.95 | 96.7 Mil | Technology |
Alphabet Inc Class A | 2.33 | 76.2 Mil | Communication Services |
Vertiv Holdings Co Class A | 2.26 | 74.2 Mil | Industrials |