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Morningstar

Fidelity Advisor® Worldwide C FWCFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 24.72  /  0.73 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 137%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FWCFX

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

People Pillar

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

Summary

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Fidelity Advisor® Worldwide C's recent fee cut isn't enough to offset its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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