Reopened and ready for new investors, Fidelity International Small Cap Opportunities remains one of the better options in the foreign small/mid-growth Morningstar Category thanks to its top-shelf manager and his well-executed, quality-first investment process.
Fidelity Advisor Intl Sm Cap Opps I FOPIX
- NAV / 1-Day Return 20.42 / +0.99 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Foreign Small/Mid Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.87%
- Turnover 10%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FOPIX
Will FOPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lagercrantz Group AB Class B | 4.46 | 55.2 Mil | Technology |
Addtech AB Class B | 4.15 | 51.3 Mil | Industrials |
CTS Eventim AG & Co. KGaA | 3.80 | 47.0 Mil | Communication Services |
Spectris PLC | 3.57 | 44.2 Mil | Technology |
Aalberts NV | 2.97 | 36.7 Mil | Industrials |
Azbil Corp | 2.86 | 35.3 Mil | Industrials |
iShares MSCI EAFE Small-Cap ETF | 2.56 | 31.7 Mil | — |
Interpump Group SpA | 2.55 | 31.5 Mil | Industrials |
Kongsberg Gruppen ASA | 2.54 | 31.4 Mil | Industrials |
Morningstar Inc | 2.46 | 30.5 Mil | Financial Services |