Mutual Funds - Profile

Fidelity International Enhanced Index Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes quantitative analysis of historical valuation, growth, and profitability to select stocks that demonstrate a higher total return potential than that of the benchmark index.

Also, the team employs multifactor statistical models to select companies with improving fundamentals and that are trading at reasonable valuations.

Then the More

Price

  • Last Close
  • $11.08
    +0.08
  • 52 Week HL
  • $11.45 - $9.88
  • Net Assets
  • $1410 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Manager

  • Name
  • Maximilian Kaufmann
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Geode Capital Management, LLC

Documents

  • Annual Reports

Performance
-0.4 % YTD

  • 3 Year
  • 21.51%
  • 5 Year
  • 34.28%
  • Best
  • 27.6%
    2017
  • Worst
  • -44.74%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FIENX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -0.5% 5.1% -22.8% 9.4% -0.9% 8.5% -2.8% 6% 1.4% 4.7% -
Q2 - 5.4% 15.4% 1.5% -0.5% 6.3% -1% 2% 5% 0.4% -
Q3 - 3% 4.1% -3.3% 2.4% 6.8% 6.1% -10.2% -6.3% 9.9% -
Q4 - 1.3% 14.2% 5.1% -13.1% 3.6% -0.3% 4.6% -3.5% 6.1% -

Returns +
M

J F M A M J J A S O N D
2022 -3.2% - - - - - - - - - - -
2021 -1.2% 3.2% 3.1% 3% 3.9% -1.5% 0.9% 0.8% 1.3% -2% -4.6% 1.8%

Annual
Return

Index Comparison

Alpha

NAV