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Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) ManagerFund Manager - Thomas Allen

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar Funds: FEUIX 
Fund Family: Fidelity Investments
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Allen is a vice president and portfolio manager with Fidelity Investments. Since joining the firm in 1995, he has worked as a research analyst and portfolio manager.  Get more insights on Thomas Allen

 

Graph of Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) ProfileFidelity Advisor Glbl Capital Apprec C Fund (FEUCX) Profile

Fund Profile and Description

Fidelity Advisor Glbl Capital Apprec C Fund seeks long-term growth of capital. Fidelity Advisor Glbl Capital Apprec C Fund normally invests at least 80% of assets in equity securities. It normally invests primarily in common stocks. Fidelity Advisor Glbl Capital Apprec C Fund invests in securities issued anywhere in the world. It allocates investments across countries and regions considering the size of the market in each country and region relative to the size of the world market as a whole.

 

Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund Strength What we like about Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund

Data for Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) as of May 30, 2016

  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) management has been with Fidelity Advisor Glbl Capital Apprec C Fund for 9.8 years
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has good mid-term performance (3-year return 7.89% vs 5.54% World Stock category median performance)
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has good Long-term performance (5-year return 7.39% vs 5.54% World Stock category median performance)
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.16, lower than category average of 12.23

Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) Weakness What we are cautious about Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund

Data for Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) as of May 30, 2016

  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has a less-than-ideal short-term performance (1-year return -7.65% vs -5.49% World Stock category median performance)
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has an annual stock turnover rate of 176.00% that is higher than the World Stock average of 47.65%. This could mean Fidelity Advisor Glbl Capital Apprec C is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) has a higher expense ratio of 2.19% than its World Stock average of 1.28%
  • Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) carries a 1% load
See Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Glbl Capital Apprec C0.58-7.657.897.39
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) Net Asset TrackingFidelity Advisor Glbl Capital Apprec C (FEUCX) Fund Net Asset

Track net asset change of Fidelity Advisor Glbl Capital Apprec C fund (FEUCX)

DateNet Asset
05/2016$139.69M
03/2016$139.27M
02/2016$130.37M
More historic net asset information on Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX)

  

Graph of Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) Portfolio TrackingFidelity Advisor Glbl Capital Apprec C (FEUCX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Glbl Capital Apprec C fund (FEUCX)

DateCashStockBondOther
01/20164.9%95.1%0%0%
10/20156.26%93.74%0%0%
07/20151.11%98.89%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX)

 

graph of Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund

Discover what Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) manager is buying

Jan 30, 2016
Medtronic plc. Ordinary Shares [1.33%]
Alphabet Inc. [1.21%]
Amgen Inc. [1.09%]
Global Payments Inc. Common Sto [1.06%]
Citigroup, Inc. Common Stock [1.05%]
Vantiv, Inc. Class A Common Sto [0.99%]
Thermo Fisher Scientific Inc Co [0.98%]
Teva Pharmaceutical Industries [0.96%]
Biogen Inc. [0.95%]
CDW Corporation [0.91%]

Oct 30, 2015
Citigroup, Inc. Common Stock [1.18%]
Global Payments Inc. Common Sto [1.1%]
Alphabet Inc. [1.05%]
Vantiv, Inc. Class A Common Sto [0.95%]
CDW Corporation [0.94%]
Lennox International, Inc. Comm [0.83%]
Boston Scientific Corporation C [0.82%]
Thermo Fisher Scientific Inc Co [0.81%]
CVB Financial Corporation [0.81%]
Alliance Data Systems Corporati [0.8%]

Jul 30, 2015
Citigroup, Inc. Common Stock [1.19%]
Apple Inc. [1.13%]
Global Payments Inc. Common Sto [0.89%]
Teva Pharmaceutical Industries [0.84%]
Vantiv, Inc. Class A Common Sto [0.82%]
Essent Group Ltd. Common Shares [0.79%]
Jazz Pharmaceuticals plc [0.78%]
Laboratory Corporation of Ameri [0.78%]
Endo International plc [0.77%]
Blackhawk Network Holdings, Inc [0.77%]
Click here for Stock Holding Change Map in Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX)

  

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Fidelity Advisor Glbl Capital Apprec C Fund (FEUCX) Related ResourcesSee more information on Fidelity Advisor Glbl Capital Apprec C (FEUCX) Fund

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