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Fidelity Advisor Global Equity Inc I FBUSX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 21.23  /  +0.95 %
  • Total Assets 103.1 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.21%
  • Turnover 25%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis FBUSX

Will FBUSX outperform in future?

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

A strong management team and sound investment process underpin Fidelity Advisor Global Equity Inc I'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.

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Portfolio Holdings FBUSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.38 5.4 Mil
Technology

Apple Inc

5.13 5.1 Mil
Technology

JPMorgan Chase & Co

2.16 2.2 Mil
Financial Services

Eli Lilly and Co

2.07 2.1 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.05 2.1 Mil
Technology

Accenture PLC Class A

1.79 1.8 Mil
Technology

UnitedHealth Group Inc

1.75 1.8 Mil
Healthcare

NXP Semiconductors NV

1.66 1.7 Mil
Technology

Linde PLC

1.60 1.6 Mil
Basic Materials

Bank of America Corp

1.59 1.6 Mil
Financial Services