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Morningstar

Fidelity Advisor Worldwide M FWTFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 33.86  /  −0.47 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the FWTFX 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 FWTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity Advisor Worldwide M's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FWTFX

More FWTFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.17 186.7 Mil
Technology

Microsoft Corp

5.48 165.9 Mil
Technology

Meta Platforms Inc Class A

5.20 157.3 Mil
Communication Services

Amazon.com Inc

4.42 133.8 Mil
Consumer Cyclical

Eli Lilly and Co

3.71 112.3 Mil
Healthcare

Fiserv Inc

3.65 110.5 Mil
Technology

Eaton Corp PLC

3.60 109.0 Mil
Industrials

Jabil Inc

2.54 76.8 Mil
Technology

Alphabet Inc Class A

2.45 74.1 Mil
Communication Services

S&P Global Inc

2.36 71.4 Mil
Financial Services