Fidelity International Small Cap Opportunities is led by a topnotch manager with a strong, scalable process. However, increased competition in the foreign small/mid-growth Morningstar Category drops its Morningstar Analyst Ratings to Silver and Bronze from Gold and Silver, depending on fees.
Fidelity® International Small Cap Opp FSCOX
NAV / 1-Day Return
24.63
/
1.08
%
Total Assets
1.8 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.
1.230%
Expense Ratio
1.230%
Fee Level
Average
Longest Manager Tenure
13.09
years
Category
Foreign Small/Mid Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Limited
TTM Yield
0.12%
Turnover
21%
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 FSCOX 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 FSCOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FSCOX 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 FSCOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still an excellent option.
