Fund Mojo help you discover the best fund managers, funds, and related information

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

Fidelity Overseas (FOSFX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Overseas (FOSFX) Fund

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

 

Graph of Fidelity Overseas Fund (FOSFX) ManagerFund Manager - Vincent Montemaggiore

Fund Manager Information

Fund Manager Tenure: 5.8 years
Similar Funds: FOSKX 
Fund Family: Fidelity Investments
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)
After joining Fidelity in 2004 as an equity research intern following companies in the sub sector of the techonolgy industry, Montemaggiore joined Fidelity's equity research department full time in 2005 following advertising and publishing companies and, in August 2006, took on additional research coverage of industrials. Prior to joining Fidelity, he worked as an investment banking senior analyst for De Guardiola Advisors, Inc. in New York from 2002 until 2003, following the investment management industry. He joined Putnam Lovell Securities, Inc. in New York in 2000, and served as an investment banking analyst working with the financial services industry until 2002.  Get more insights on Vincent Montemaggiore

 

Graph of Fidelity Overseas Fund (FOSFX) ProfileFidelity Overseas Fund (FOSFX) Profile

Fund Profile and Description

Fidelity Overseas Fund seeks long-term growth of capital. Fidelity Overseas Fund normally invests at least 80% of assets in non-U.S. securities. When allocating investments among countries and regions, the advisor considers the size of the market in each country and region relative to the size of the world market as a whole. It usually invests in common stocks.

 

Fidelity Overseas (FOSFX) Fund Strength What we like about Fidelity Overseas (FOSFX) Fund

Data for Fidelity Overseas Fund (FOSFX) as of May 30, 2016

  • Fidelity Overseas Fund (FOSFX) management has been with Fidelity Overseas Fund for 5.8 years
  • Fidelity Overseas Fund (FOSFX) has good short-term performance (1-year return -3.63% vs -10.09% Foreign Large Blend category median performance)
  • Fidelity Overseas Fund (FOSFX) has good mid-term performance (3-year return 7.19% vs 1.82% Foreign Large Blend category median performance)
  • Fidelity Overseas Fund (FOSFX) has good Long-term performance (5-year return 5.82% vs 1.53% Foreign Large Blend category median performance)
  • Fidelity Overseas Fund (FOSFX) ratio of up-years vs down years is greater than 2
  • Fidelity Overseas Fund (FOSFX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Overseas Fund (FOSFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Overseas Fund (FOSFX) has an annual stock turnover rate of 28.00% vs Foreign Large Blend average of 44.90%. It is good that Fidelity Overseas management does not trade extensively for its return.
  • Fidelity Overseas Fund (FOSFX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.07, lower than category average of 12.81
  • Fidelity Overseas Fund (FOSFX) has a lower expense ratio than its Foreign Large Blend average: 1.03% vs 1.14%
  • Fidelity Overseas Fund (FOSFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Overseas Fund (FOSFX) Weakness What we are cautious about Fidelity Overseas (FOSFX) Fund

Data for Fidelity Overseas Fund (FOSFX) as of May 30, 2016

See Fidelity Overseas Fund (FOSFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Overseas Fund (FOSFX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Overseas0.76-3.637.195.82
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Fidelity Overseas Fund (FOSFX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Fidelity Overseas Fund (FOSFX) Net Asset TrackingFidelity Overseas (FOSFX) Fund Net Asset

Track net asset change of Fidelity Overseas fund (FOSFX)

DateNet Asset
05/2016$5.30B
03/2016$5.11B
02/2016$4.78B
More historic net asset information on Fidelity Overseas Fund (FOSFX)

  

Graph of Fidelity Overseas Fund (FOSFX) Portfolio TrackingFidelity Overseas (FOSFX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Overseas fund (FOSFX)

DateCashStockBondOther
04/20162.42%97.58%0%0%
02/20163.19%96.81%0%0%
01/20163.55%96.44%0%0%
Click here to see more historic asset allocation information on Fidelity Overseas Fund (FOSFX)

 

graph of Fidelity Overseas Fund (FOSFX) Top 10 Position TrackingTop 10 Holdings in Fidelity Overseas (FOSFX) Fund

Discover what Fidelity Overseas Fund (FOSFX) manager is buying

Apr 29, 2016
NESTLE SA CHAM ET VE [2.2%]
NOVARTIS AG BASL [1.86%]
Bayer AG [1.59%]
Total SA [1.56%]
Sanofi SA [1.46%]
ANHEUSER-BUSCH INBEV [1.33%]
SAP SE [1.23%]
UBS Group AG Registered Ordinar [1.15%]
AIA Group Ltd [1.1%]
Fresenius SE & Co KGaA [1.08%]

Feb 28, 2016
NESTLE SA CHAM ET VE [2.23%]
NOVARTIS AG BASL [1.89%]
Sanofi SA [1.52%]
Total SA [1.5%]
Bayer AG [1.45%]
ANHEUSER-BUSCH INBEV [1.2%]
BT Group PLC [1.19%]
SAP SE [1.18%]
ING GROEP NV CERT [1.12%]
UBS Group AG Registered Ordinar [1.1%]

Jan 30, 2016
NESTLE SA CHAM ET VE [2.39%]
NOVARTIS AG BASL [1.99%]
Sanofi SA [1.56%]
Total SA [1.49%]
Bayer AG [1.45%]
ANHEUSER-BUSCH INBEV [1.29%]
BT Group PLC [1.2%]
SAP SE [1.14%]
Lloyds Banking Group PLC [1.13%]
Prudential PLC [1.09%]
Click here for Stock Holding Change Map in Fidelity Overseas Fund (FOSFX)

  

Latest News on Fidelity Overseas (FOSFX) Fund

See what is happening with Fidelity Overseas Fund (FOSFX)

 

Fidelity Overseas Fund (FOSFX) Related ResourcesSee more information on Fidelity Overseas (FOSFX) Fund

Popular pages on Fidelity Overseas (FOSFX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update