Fidelity International Capital Appreciation travels its own, well-thought-out path, and manager Sammy Simnegar recently gained more assistance. That approach, the manager's ability and experience, a strong record, and other resources earn the strategy's K6 retirement-plan vehicle a Morningstar Analyst Rating upgrade to Silver while the retail fund stays at Bronze.
Will FIVFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIVFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FIVFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FIVFX’s parent organization’s priorities and whether they’re in line with investors’ interests.