Skip to Content
Morningstar

Fidelity Advisor® Worldwide I FWIFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 30.05  /  0.00
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.65%
  • Turnover 137%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis FWIFX

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

People Pillar

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

Fidelity Advisor ® Worldwide I's recent fee cut and Process Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FWIFX

More FWIFX Holdings
  • Current Portfolio Date
  • Equity Holdings 168
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.81
133,878,000
Technology

NVIDIA Corp

5.49
126,582,090
Technology

Meta Platforms Inc Class A

5.40
124,587,150
Communication Services

Eli Lilly and Co

4.40
101,517,570
Healthcare

Amazon.com Inc

3.94
90,763,680
Consumer Cyclical

Alphabet Inc Class A

3.81
87,807,060
Communication Services

Eaton Corp PLC

3.43
79,126,880
Industrials

S&P Global Inc

3.31
76,234,757
Financial Services

Fiserv Inc

2.99
68,928,305
Technology

Oracle Corp

2.63
60,692,160
Technology