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Morningstar

Fidelity Advisor Overseas M FAERX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 33.89  /  +1.35 %
  • Total Assets 390.9 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.48%
  • Turnover 37%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FAERX

Will FAERX 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 FAERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAERX 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 FAERX’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 Overseas 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAERX

More FAERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.96 15.5 Mil
Technology

Novo Nordisk A/S Class B

3.47 13.6 Mil
Healthcare

AstraZeneca PLC

2.58 10.1 Mil
Healthcare

SAP SE

2.25 8.8 Mil
Technology

Tokio Marine Holdings Inc

2.19 8.6 Mil
Financial Services

RELX PLC

2.04 8.0 Mil
Industrials

Safran SA

1.96 7.7 Mil
Industrials

Lvmh Moet Hennessy Louis Vuitton SE

1.94 7.6 Mil
Consumer Cyclical

Wolters Kluwer NV

1.89 7.4 Mil
Industrials

Compass Group PLC

1.71 6.7 Mil
Consumer Cyclical