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Morningstar

Fidelity Women's Leadership FWOMX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.61  /  +0.06 %
  • Total Assets 148.3 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.55%
  • Turnover 22%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FWOMX

Will FWOMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FWOMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FWOMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FWOMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Women's Leadership's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FWOMX

More FWOMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.69 5.9 Mil
Technology

Amazon.com Inc

3.22 5.2 Mil
Consumer Cyclical

The Walt Disney Co

2.53 4.1 Mil
Communication Services

Accenture PLC Class A

2.48 4.0 Mil
Technology

NVIDIA Corp

2.46 4.0 Mil
Technology

Salesforce Inc

2.13 3.4 Mil
Technology

Intuit Inc

2.04 3.3 Mil
Technology

WEX Inc

1.91 3.1 Mil
Technology

Williams-Sonoma Inc

1.75 2.8 Mil
Consumer Cyclical

Bank of America Corp

1.74 2.8 Mil
Financial Services