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.
Fidelity® International Capital Apprec FIVFX
NAV / 1-Day Return
26.04
/
1.96
%
Total Assets
5.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
14.05
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
141%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FIVFX 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 FIVFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of FIVFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An approach unlike any other.
