Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Fidelity Women's Leadership FWOMX
- NAV / 1-Day Return 16.04 / −0.19 %
- Total Assets 160.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.52%
- Turnover 22%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis FWOMX
Will FWOMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.79 | 5.8 Mil | Technology |
Amazon.com Inc | 3.29 | 5.1 Mil | Consumer Cyclical |
Accenture PLC Class A | 2.81 | 4.3 Mil | Technology |
The Walt Disney Co | 2.41 | 3.7 Mil | Communication Services |
Salesforce Inc | 2.28 | 3.5 Mil | Technology |
NVIDIA Corp | 2.26 | 3.5 Mil | Technology |
Intuit Inc | 2.18 | 3.3 Mil | Technology |
WEX Inc | 1.84 | 2.8 Mil | Technology |
Adobe Inc | 1.79 | 2.7 Mil | Technology |
Apple Inc | 1.77 | 2.7 Mil | Technology |