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Morningstar

Fidelity Advisor® Worldwide M FWTFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 27.15  /  0.11 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.07%
  • Turnover 137%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:12 PM GMT+0

Morningstar’s Analysis FWTFX

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

People Pillar

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

A strong management team and sound investment process underpin Fidelity Advisor ® Worldwide M's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FWTFX

More FWTFX Holdings
  • Current Portfolio Date
  • Equity Holdings 179
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.63
139,742,720
Technology

NVIDIA Corp

5.03
124,766,430
Technology

Meta Platforms Inc Class A

5.02
124,572,600
Communication Services

S&P Global Inc

3.32
82,305,832
Financial Services

Apple Inc

3.26
80,937,400
Technology

Eli Lilly and Co

3.21
79,546,250
Healthcare

Fiserv Inc

3.06
76,003,788
Technology

Alphabet Inc Class A

3.05
75,650,400
Communication Services

Amazon.com Inc

2.89
71,652,480
Consumer Cyclical

Eaton Corp PLC

2.20
54,615,120
Industrials