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Morningstar

Fidelity® Overseas K FOSKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 56.76  /  1.36 %
  • Total Assets 8.0 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.78%
  • Turnover 25%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:14 PM GMT+0

Morningstar’s Analysis FOSKX

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

People Pillar

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

A unique manager gives this strategy an edge.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

A top manager and a prudent, consistent process earns Fidelity Overseas a Morningstar Analyst Rating of Silver.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOSKX

More FOSKX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 101
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LVMH Moet Hennessy Louis Vuitton SE

3.22
252,574,478
Consumer Cyclical

ASML Holding NV

2.78
218,335,990
Technology

AstraZeneca PLC

2.39
188,073,674
Healthcare

Novo Nordisk A/S Class B

2.30
180,913,439
Healthcare

Nestle SA

2.28
178,724,968
Consumer Defensive

Diageo PLC

2.02
158,569,243
Consumer Defensive

Compagnie Financiere Richemont SA Class A

1.94
152,458,622
Consumer Cyclical

AIA Group Ltd

1.89
148,603,771
Financial Services

DSV AS

1.78
139,479,128
Industrials

TotalEnergies SE

1.77
139,386,944
Energy