Mutual Funds - Profile

Fidelity Overseas Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The 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 focuses on non-U.S. securities.

The team prefers high-quality companies trading at attractive prices that can outperform the market over the long term.

Additionally, the team favors companies with unique business models that demonstrate the ability to generate sustainably high returns on capital through a full business More

Price

  • Last Close
  • $65.05
    +0.53
  • 52 Week HL
  • $68.39 - $55.15
  • Net Assets
  • $10021.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
ASML HOLDING
NESTLE SA
LVMH MOET
ROCHE HLDGS
AIA GROUP
Company Holding
DSV PANALPINA
DIAGEO PLC
SONY GROUP
HOYA CORP
TELEPERFORMANCE
Total 0%

Manager

  • Name
  • Vincent Montemaggiore
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-2.5 % YTD

  • 3 Year
  • 47.58%
  • 5 Year
  • 68.76%
  • Best
  • 77.36%
    1985
  • Worst
  • -47.3%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FOSFX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -4%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.5% 1.7% -19.8% 11.2% -1.3% 8.7% -2.3% 7.2% 0.7% 5.6% -
Q2 - 8.1% 18.8% 6.2% 0.8% 9.2% -1.1% 3.6% 3.2% 0.7% -
Q3 - 8.9% 8.3% -1.7% 3.2% 5.8% 6.6% -7.4% -6.6% 9.1% -
Q4 - 1.8% 11.3% 7.5% -15.2% 3.4% -4.3% 5.3% -0.7% 8.3% -

Returns +
M

J F M A M J J A S O N D
2022 -6.3% - - - - - - - - - - -
2021 -2.8% 2.3% 2.4% 4.7% 3.4% -0.2% 4.1% 3.2% 1.5% -2.5% -2.3% -0.2%

Annual
Return

Index Comparison

Alpha

NAV