Fidelity Worldwide Fund Quote
| FIQOX Fund | USD 34.87 0.43 1.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Worldwide is trading at 34.87 as of the 3rd of March 2025; that is 1.25% up since the beginning of the trading day. The fund's open price was 34.44. Fidelity Worldwide has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 3rd of March 2025. Click here to learn more.
The fund invests in securities issued throughout the world. It normally invests primarily in common stocks. The advisor allocates investments across different countries and regions. The advisor uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.. More on Fidelity Worldwide Fund
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Fidelity Worldwide Fund [FIQOX] is traded in USA and was established 3rd of March 2025. Fidelity Worldwide is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Fidelity Investments family. This fund currently has accumulated 1.86 B in assets under management (AUM) with no minimum investment requirementsFidelity Worldwide is currently producing year-to-date (YTD) return of 2.15%, while the total return for the last 3 years was 10.91%.
Check Fidelity Worldwide Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Worldwide Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Worldwide Fund Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| MA | Mastercard | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SPGI | SP Global | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials |
Fidelity Worldwide Risk Profiles
| Mean Deviation | 1.11 | |||
| Standard Deviation | 1.79 | |||
| Variance | 3.2 | |||
| Risk Adjusted Performance | (0.07) |
Fidelity Worldwide Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Worldwide financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Worldwide security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |