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Morningstar

Fidelity Founders Z FIFWX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 20.32  /  +2.16 %
  • Total Assets 142.4 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.19%
  • Turnover 51%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FIFWX

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

  • People Pillar

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

A sound investment process and strong management team underpin Fidelity Founders Z's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIFWX

More FIFWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.00 10.7 Mil
Technology

NVIDIA Corp

7.21 9.7 Mil
Technology

Meta Platforms Inc Class A

5.82 7.8 Mil
Communication Services

Amazon.com Inc

4.51 6.0 Mil
Consumer Cyclical

Alphabet Inc Class C

3.93 5.3 Mil
Communication Services

Uber Technologies Inc

3.09 4.1 Mil
Technology

Netflix Inc

2.57 3.4 Mil
Communication Services

Marriott International Inc Class A

2.53 3.4 Mil
Consumer Cyclical

Apollo Global Management Inc Class A

2.22 3.0 Mil
Financial Services

BlackRock Inc

2.17 2.9 Mil
Financial Services