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Fidelity International Capital Apprec (FIVFX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity International Capital Apprec (FIVFX) Fund

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

 

Graph of Fidelity International Capital Apprec Fund (FIVFX) ManagerFund Manager - Sammy Simnegar

Fund Manager Information

Fund Manager Tenure: 9.9 years
Fund Family: Fidelity Investments
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Since joining Fidelity Investments in 1998, Simnegar has worked as an equity research analyst and portfolio manager.  Get more insights on Sammy Simnegar

 

Graph of Fidelity International Capital Apprec Fund (FIVFX) ProfileFidelity International Capital Apprec Fund (FIVFX) Profile

Fund Profile and Description

Fidelity International Capital Apprec Fund seeks long-term growth of capital. Fidelity International Capital Apprec Fund primarily invests in non-U.S. securities, including securities of issuers located in emerging markets. It allocates investments across countries and regions considering size of the market of each country and region relative to size of the international market as a whole.

 

Fidelity International Capital Apprec (FIVFX) Fund Strength What we like about Fidelity International Capital Apprec (FIVFX) Fund

Data for Fidelity International Capital Apprec Fund (FIVFX) as of May 30, 2016

  • Fidelity International Capital Apprec Fund (FIVFX) management has been with Fidelity International Capital Apprec Fund for 9.9 years
  • Fidelity International Capital Apprec Fund (FIVFX) has good short-term performance (1-year return -0.67% vs -7.92% Foreign Large Growth category median performance)
  • Fidelity International Capital Apprec Fund (FIVFX) has good mid-term performance (3-year return 7.45% vs 2.71% Foreign Large Growth category median performance)
  • Fidelity International Capital Apprec Fund (FIVFX) has good Long-term performance (5-year return 6.75% vs 2.51% Foreign Large Growth category median performance)
  • Fidelity International Capital Apprec Fund (FIVFX) ratio of up-years vs down years is greater than 2
  • Fidelity International Capital Apprec Fund (FIVFX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity International Capital Apprec Fund (FIVFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity International Capital Apprec Fund (FIVFX) is less volatile than its peers as it has a 3-year Standard Deviation of 12, lower than category average of 12.66
  • Fidelity International Capital Apprec Fund (FIVFX) has a lower expense ratio than its Foreign Large Growth average: 1.11% vs 1.30%
  • Fidelity International Capital Apprec Fund (FIVFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity International Capital Apprec Fund (FIVFX) Weakness What we are cautious about Fidelity International Capital Apprec (FIVFX) Fund

Data for Fidelity International Capital Apprec Fund (FIVFX) as of May 30, 2016

  • Fidelity International Capital Apprec Fund (FIVFX) has an annual stock turnover rate of 187.00% that is higher than the Foreign Large Growth average of 52.29%. This could mean Fidelity International Capital Apprec is more nimble, but also signal potential high tax impact and high trading fees
See Fidelity International Capital Apprec Fund (FIVFX) performance details as of May 30, 2016

 

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Compare Fidelity International Capital Apprec Fund (FIVFX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity International Capital Apprec2.77-0.677.456.75
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare
Morgan Stanley Inst International Opp A (MIOPX)-1.61-3.0411.084.89Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Fidelity International Capital Apprec Fund (FIVFX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Fidelity International Capital Apprec Fund (FIVFX) Net Asset TrackingFidelity International Capital Apprec (FIVFX) Fund Net Asset

Track net asset change of Fidelity International Capital Apprec fund (FIVFX)

DateNet Asset
05/2016$1.63B
03/2016$1.50B
02/2016$1.39B
More historic net asset information on Fidelity International Capital Apprec Fund (FIVFX)

  

Graph of Fidelity International Capital Apprec Fund (FIVFX) Portfolio TrackingFidelity International Capital Apprec (FIVFX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity International Capital Apprec fund (FIVFX)

DateCashStockBondOther
04/20161.02%98.98%0%0%
02/20162.19%97.81%0%0%
01/20161.45%98.55%0%0%
Click here to see more historic asset allocation information on Fidelity International Capital Apprec Fund (FIVFX)

 

graph of Fidelity International Capital Apprec Fund (FIVFX) Top 10 Position TrackingTop 10 Holdings in Fidelity International Capital Apprec (FIVFX) Fund

Discover what Fidelity International Capital Apprec Fund (FIVFX) manager is buying

Apr 29, 2016
NESTLE SA CHAM ET VE [1.85%]
British American Tobacco PLC [1.2%]
Unilever [1.19%]
Novo Nordisk A/S Common Stock [1.12%]
TENCENT HOLDINGS LTD [1.09%]
ANHEUSER-BUSCH INBEV [1.07%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.04%]
Bayer AG [1.03%]
AIA Group Ltd [0.92%]
SAP SE [0.9%]

Feb 28, 2016
NESTLE SA CHAM ET VE [1.88%]
Unilever [1.21%]
Novo Nordisk A/S Common Stock [1.17%]
British American Tobacco PLC [1.12%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.12%]
TENCENT HOLDINGS LTD [1.09%]
ANHEUSER-BUSCH INBEV [1.05%]
Bayer AG [1.04%]
SAP SE [0.93%]
AIA Group Ltd [0.89%]

Jan 30, 2016
NESTLE SA CHAM ET VE [1.86%]
Unilever [1.22%]
Novo Nordisk A/S Common Stock [1.11%]
British American Tobacco PLC [1.11%]
TENCENT HOLDINGS LTD [1.08%]
ANHEUSER-BUSCH INBEV [1.05%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [1.05%]
Bayer AG [0.99%]
SAP SE [0.89%]
AIA Group Ltd [0.89%]
Click here for Stock Holding Change Map in Fidelity International Capital Apprec Fund (FIVFX)

  

Latest News on Fidelity International Capital Apprec (FIVFX) Fund

See what is happening with Fidelity International Capital Apprec Fund (FIVFX)

 

Fidelity International Capital Apprec Fund (FIVFX) Related ResourcesSee more information on Fidelity International Capital Apprec (FIVFX) Fund

Popular pages on Fidelity International Capital Apprec (FIVFX) Fund

  

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