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Morningstar

Fidelity Advisor Glbl Capital Apprec C FEUCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.49  /  +1.51 %
  • Total Assets 145.7 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 39%

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

Morningstar’s Analysis FEUCX

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

  • People Pillar

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

A sound investment process and strong management team underpin Fidelity Advisor Glbl Capital Apprec C's Morningstar Medalist Rating of Bronze.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FEUCX

More FEUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.56 9.2 Mil
Technology

Microsoft Corp

5.99 8.4 Mil
Technology

Amazon.com Inc

4.86 6.8 Mil
Consumer Cyclical

Fidelity Cash Central Fund

4.66 6.5 Mil
Cash and Equivalents

Deckers Outdoor Corp

3.74 5.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.39 4.8 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.22 4.5 Mil
Technology

Fiserv Inc

2.87 4.0 Mil
Technology

Mastercard Inc Class A

2.83 4.0 Mil
Financial Services

ASML Holding NV

2.52 3.5 Mil
Technology