Fidelity Overseas is trading at 65.70 as of the 29th of November 2024; that is 1.22 percent increase since the beginning of the trading day. The fund's open price was 64.91. Fidelity Overseas has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Fidelity Overseas Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in non-U.S. securities. It normally invests primarily in common stocks. The advisor allocates investments across different countries and regions. The advisor uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.. More on Fidelity Overseas Fund
Fidelity Overseas Fund [FOSFX] is traded in USA and was established 29th of November 2024. Fidelity Overseas is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 8.11 B in assets under management (AUM) with no minimum investment requirementsFidelity Overseas is currently producing year-to-date (YTD) return of 7.16% with the current yeild of 0.01%, while the total return for the last 3 years was -0.66%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Overseas Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Overseas Fund Mutual Fund Constituents
Other Information on Investing in Fidelity Mutual Fund
Fidelity Overseas financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Overseas security.