Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FEXKX Insights | FEXKX Score | FEXKX Performance | FEXKX Manager | FEXKX News | FEXKX Allocation | FEXKX Holdings Change

Mutual Fund Insights: Fidelity Export & Multinational K Fund (FEXKX)

In-depth Analysis of Fidelity Export & Multinational K Fund (FEXKX)

Mutual fund chart: Fidelity Export & Multinational K Fund (FEXKX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Export & Multinational K Fund (FEXKX) performance details as of January 31, 2010

  

    Last Trade: $20.21 on 3/19/2010, Change: -0.11 (-0.54%)
Experiment our closing price forecasting tool for Fidelity Export & Multinational K Fund (FEXKX) (alpha release)

  

Fund Manager - Victor Y. Thay

Fund Manager Tenure: 4.4 years   [Similar Funds: FEXPX ]
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Thay is vice president and manager of Export and Multinational Fund, which he has managed since October 2005. Since joining Fidelity Investments in 1995, Thay has worked as a research analyst and portfolio manager.  Get more insights on Victor Y. Thay

  

What we like about Fidelity Export & Multinational K Fund (FEXKX) What we like about Fidelity Export & Multinational K Fund (FEXKX)

Data for Fidelity Export & Multinational K Fund (FEXKX) as of January 31, 2010

  • Fidelity Export & Multinational K Fund (FEXKX) management has been with Fidelity Export & Multinational K Fund for 4.4 years
  • Fidelity Export & Multinational K Fund (FEXKX) has good short-term performance (1-year return 39.84% vs 35.76% Large Growth category average)
  • Fidelity Export & Multinational K Fund (FEXKX) has good Long-term performance (5-year return 1.55% vs 0.87% Large Growth category average)
  • Fidelity Export & Multinational K Fund (FEXKX) ratio of up-years vs down years is greater than 2
  • Fidelity Export & Multinational K Fund (FEXKX) has a Morningstar rating of 4 and above
  • Fidelity Export & Multinational K Fund (FEXKX) has an annual stock turnover rate of 83.00% vs Large Growth average of 109.93%. It is good that Fidelity Export & Multinational K management does not trade extensively for its return.
  • Fidelity Export & Multinational K Fund (FEXKX) has a lower management fee than its Large Growth average: 0.67% vs 1.33%
  • Fidelity Export & Multinational K Fund (FEXKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Fidelity Export & Multinational K Fund (FEXKX) What we are cautious about Fidelity Export & Multinational K Fund (FEXKX)

Data for Fidelity Export & Multinational K Fund (FEXKX) as of January 31, 2010

  • Fidelity Export & Multinational K Fund is a focused fund with 33.03% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Export & Multinational K Fund (FEXKX) has a less-than-ideal mid-term performance (3-year return -6.08% vs -5.20% Large Growth category average)
  • Fidelity Export & Multinational K Fund (FEXKX) is less safe compared to its Large Growth peers
  • Fidelity Export & Multinational K Fund (FEXKX) does not have a good risk adjusted return as its 3-year Alpha of 2.29 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.25
  • Fidelity Export & Multinational K Fund (FEXKX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.61 that is higher than category average of 21.28
See Fidelity Export & Multinational K Fund (FEXKX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

Below are some additional Large Growth mutual funds generated out of our database

  

Fidelity Export & Multinational K Fund (FEXKX) Net Asset

Track net asset change of Fidelity Export & Multinational K fund (FEXKX)

DateNet Asset
01/2010$131.40M
11/2009$132.28M
10/2009$124.29M
More historic net asset information on Fidelity Export & Multinational K Fund (FEXKX)

  

Fidelity Export & Multinational K Fund (FEXKX) Portfolio Allocation

Track portfolio allocation change of Fidelity Export & Multinational K fund (FEXKX)

DateCashStockBondOther
10/20091.01%96.52%0.18%2.29%
09/20091.77%95.8%0.18%2.25%
07/20092.53%94.71%0.19%2.56%
Click here to see more historic asset allocation information on Fidelity Export & Multinational K Fund (FEXKX)

  

Most Recent Top 10 Holdings in Fidelity Export & Multinational K Fund (FEXKX)

Discover what Fidelity Export & Multinational K Fund (FEXKX) manager is buying

31-Oct-09
Google Inc. [4.26%]
PHILIP MORRIS INTL [3.76%]
Amazon.com, Inc. [3.74%]
OCCIDENTAL PET [3.7%]
NESTLE N ORD [3.54%]
JOHNSON AND JOHNS DC [3.06%]
JP MORGAN CHASE CO [2.98%]
CME Group Inc. [2.68%]
QUALCOMM Incorporated [2.53%]
SCHLUMBERGER LTD [2.53%]

30-Sep-09
Google Inc. [3.86%]
PHILIP MORRIS INTL [3.79%]
OCCIDENTAL PET [3.74%]
NESTLE N ORD [3.17%]
JOHNSON AND JOHNS DC [3.09%]
JP MORGAN CHASE CO [3.04%]
Amazon.com, Inc. [2.87%]
QUALCOMM Incorporated [2.73%]
CME Group Inc. [2.59%]
Teva Pharmaceutical Industries [2.42%]

31-Jul-09
Google Inc. [4.07%]
PHILIP MORRIS INTL [3.89%]
JOHNSON AND JOHNS DC [3.24%]
QUALCOMM Incorporated [3.14%]
OCCIDENTAL PET [3.01%]
Fidelity Cash Central Fund [2.96%]
JP MORGAN CHASE CO [2.85%]
NESTLE N ORD [2.83%]
CME GROUP INC CL A [2.8%]
MCDONALDS CP [2.72%]
Click here for Stock Holding Change Map in Fidelity Export & Multinational K Fund (FEXKX)

  

Related books and products to Fidelity Export & Multinational K Fund (FEXKX)

  

Latest News on Fidelity Export & Multinational K (FEXKX)

See what is happening with Fidelity Export & Multinational K Fund (FEXKX)

 

Books and Resources

 

 

See more information on Fidelity Export & Multinational K Fund (FEXKX)