Fidelity Overseas remains one of the better options for investors seeking large-cap international growth exposure, thanks to its topnotch manager and thoughtful investment approach.
Fidelity Overseas Fund - Class K FOSKX
- NAV / 1-Day Return $72.12 / −2.06 %
- Fund Size $7.2B
- Adjusted Expense Ratio 0.590%
- Net Expense Ratio 0.590%
- Fee Level: Distribution Low
- Share Class Type Retirement, Large
- Morningstar Category Foreign Large Growth
- Equity Style Box (Funds) Large Growth
- Minimum Initial Investment $0
- Investment Status Open
- TTM Yield 1.73%
- Turnover Ratio 50%
Morningstar’s Analysis FOSKX
Will FOSKX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ASML Holding NV | 5.00 | 375M | Technology |
Banco Santander SA | 3.15 | 236M | Financial Services |
Schneider Electric SE | 3.07 | 230M | Industrials |
Rolls-Royce Holdings PLC | 3.03 | 227M | Industrials |
Fidelity Cash Central Fund | 2.68 | 201M | Cash and Equivalents |
Allianz SE | 2.67 | 200M | Financial Services |
Safran SA | 2.61 | 195M | Industrials |
Mitsubishi UFJ Financial Group Inc | 2.56 | 192M | Financial Services |
CaixaBank SA | 2.47 | 185M | Financial Services |
Iberdrola SA | 2.44 | 183M | Utilities |