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Morningstar

Fidelity Advisor Women's Leadership C FWOCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.31  /  +0.55 %
  • Total Assets 154.6 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 5:17 AM GMT+0

Morningstar’s Analysis FWOCX

Will FWOCX 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 FWOCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FWOCX 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 FWOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Fidelity Advisor Women's Leadership C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FWOCX

More FWOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.18 6.4 Mil
Consumer Cyclical

Microsoft Corp

3.74 5.7 Mil
Technology

NVIDIA Corp

3.07 4.7 Mil
Technology

The Walt Disney Co

2.20 3.4 Mil
Communication Services

Apple Inc

1.84 2.8 Mil
Technology

Accenture PLC Class A

1.73 2.7 Mil
Technology

Nasdaq Inc

1.66 2.6 Mil
Financial Services

Salesforce Inc

1.63 2.5 Mil
Technology

The Cigna Group

1.62 2.5 Mil
Healthcare

Alphabet Inc Class A

1.61 2.5 Mil
Communication Services