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Fidelity Advisor Women's Leadership Z FWOZX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.68  /  +0.24 %
  • Total Assets 153.5 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.71%
  • Turnover 22%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FWOZX

Will FWOZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Fidelity Advisor Women's Leadership Z's recent fee cut and Process Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Bronze from Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings FWOZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.29 6.4 Mil
Consumer Cyclical

Microsoft Corp

3.63 5.4 Mil
Technology

NVIDIA Corp

2.50 3.7 Mil
Technology

The Walt Disney Co

2.44 3.6 Mil
Communication Services

Accenture PLC Class A

1.91 2.8 Mil
Technology

WEX Inc

1.80 2.7 Mil
Technology

Bank of America Corp

1.80 2.7 Mil
Financial Services

Nasdaq Inc

1.75 2.6 Mil
Financial Services

The Cigna Group

1.74 2.6 Mil
Healthcare

Apple Inc

1.69 2.5 Mil
Technology