Fidelity Series Overseas Fund Quote
| FSOSX Fund | USD 14.21 0.16 1.14% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Fidelity Series is trading at 14.21 as of the 2nd of December 2024; that is 1.14 percent increase since the beginning of the trading day. The fund's open price was 14.05. Fidelity Series 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. Equity ratings for Fidelity Series Overseas are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in non-U.S. securities. It normally invests primarily in common stocks. The adviser allocates investments across different countries and regions. The adviser 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 Series Overseas
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Fidelity Investments, Large Growth, Foreign Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Series Overseas [FSOSX] is traded in USA and was established 2nd of December 2024. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 13.84 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Overseas is currently producing year-to-date (YTD) return of 9.56% with the current yeild of 0.02%, while the total return for the last 3 years was 1.99%.
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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 Series Overseas 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 Series Overseas Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| ROG | Rogers | Stock | Information Technology |
Fidelity Series Top Holders
| FYTKX | Fidelity Freedom Income | Mutual Fund | Target-Date Retirement | |
| FHXCX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2015 | |
| FFFAX | Fidelity Freedom Income | Mutual Fund | Target-Date Retirement | |
| FFFGX | Fidelity Freedom 2045 | Mutual Fund | Target-Date 2045 | |
| FIJKX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2015 | |
| FNSBX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FZTKX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FATWX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2025 |
Fidelity Series Overseas Risk Profiles
| Mean Deviation | 0.7158 | |||
| Standard Deviation | 0.8969 | |||
| Variance | 0.8044 | |||
| Risk Adjusted Performance | (0.05) |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series 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 Series security.
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